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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,731 | $150,207-84.9% | $120,380-81.1% | $145,978-84.4% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | -23.07% | 154.28%-177.4pp | 107.28%-130.4pp | 550.52%-573.6pp |
| Employer contribution / active EE | $501 | $4,351-88.5% | $3,465-85.5% | $4,662-89.2% |
| Participant deferral / active EE | $1,570 | $6,175-74.6% | $4,992-68.6% | $6,690-76.5% |
| Admin fee / account holder | $23,028 | $12,203+88.7% | $9,421+144.4% | $13,400+71.8% |