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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 | $22,736 | $166,131-86.3% | $164,975-86.2% | $145,877-84.4% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | -5.95% | 100.37%-106.3pp | 70.12%-76.1pp | 551.28%-557.2pp |
| Employer contribution / active EE | $495 | $5,276-90.6% | $4,343-88.6% | $4,663-89.4% |
| Participant deferral / active EE | $3,962 | $6,962-43.1% | $6,033-34.3% | $6,691-40.8% |
| Admin fee / account holder | $5,902 | $16,648-64.5% | $12,688-53.5% | $13,402-56.0% |