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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 | $26,080 | $176,105-85.2% | $159,474-83.6% | $167,536-84.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | -5.48% | 331.91%-337.4pp | 263.68%-269.2pp | 478.82%-484.3pp |
| Employer contribution / active EE | $166 | $5,299-96.9% | $4,831-96.6% | $4,839-96.6% |
| Participant deferral / active EE | $3,082 | $7,751-60.2% | $7,353-58.1% | $6,342-51.4% |
| Admin fee / account holder | $1,381 | $12,559-89.0% | $10,802-87.2% | $12,315-88.8% |