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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 | $12,251 | $82,314-85.1% | $68,808-82.2% | $134,532-90.9% |
| Participation rate | 12.5% | 75.1%-62.6pp | 69.0%-56.5pp | 81.2%-68.7pp |
| Annual return | -87.50% | -2.18%-85.3pp | -6.37%-81.1pp | 418.27%-505.8pp |
| Employer contribution / active EE | $337 | $3,301-89.8% | $2,656-87.3% | $4,741-92.9% |
| Participant deferral / active EE | $2,063 | $4,740-56.5% | $3,942-47.7% | $6,401-67.8% |
| Admin fee / account holder | $728 | $6,484-88.8% | $4,936-85.3% | $11,429-93.6% |