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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 | $45,731 | $93,117-50.9% | $77,096-40.7% | $134,532-66.0% |
| Participation rate | 16.7% | 74.5%-57.8pp | 67.9%-51.3pp | 81.2%-64.6pp |
| Annual return | -24.75% | 62.67%-87.4pp | 42.35%-67.1pp | 418.27%-443.0pp |
| Employer contribution / active EE | $93 | $3,420-97.3% | $2,814-96.7% | $4,741-98.0% |
| Participant deferral / active EE | $1,340 | $5,241-74.4% | $4,429-69.7% | $6,401-79.1% |
| Admin fee / account holder | $1,483 | $6,948-78.7% | $5,428-72.7% | $11,429-87.0% |