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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 | $13,544 | $75,962-82.2% | $154,108-91.2% | $64,173-78.9% |
| Participation rate | 48.6% | 70.4%-21.8pp | 83.0%-34.4pp | 69.6%-20.9pp |
| Annual return | -8.08% | 30.32%-38.4pp | 735.21%-743.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $154 | $3,350-95.4% | $5,298-97.1% | $2,381-93.5% |
| Participant deferral / active EE | $1,091 | $3,175-65.6% | $5,081-78.5% | $3,470-68.5% |
| Admin fee / account holder | $368 | $5,589-93.4% | $13,411-97.3% | $4,887-92.5% |