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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 | $56,206 | $92,743-39.4% | $82,744-32.1% | $134,532-58.2% |
| Participation rate | 7.7% | 75.2%-67.5pp | 72.6%-64.9pp | 81.2%-73.5pp |
| Annual return | -21.54% | 946.63%-968.2pp | 702.22%-723.8pp | 418.27%-439.8pp |
| Employer contribution / active EE | $83 | $3,273-97.5% | $3,008-97.3% | $4,741-98.3% |
| Participant deferral / active EE | $1,260 | $4,802-73.8% | $4,395-71.3% | $6,401-80.3% |
| Admin fee / account holder | $1,028 | $5,977-82.8% | $5,325-80.7% | $11,429-91.0% |