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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 | $21,753 | $138,076-84.2% | $123,553-82.4% | $135,380-83.9% |
| Participation rate | 69.6% | 84.7%-15.2pp | 82.3%-12.7pp | 82.6%-13.1pp |
| Annual return | -20.37% | 153.70%-174.1pp | 119.21%-139.6pp | 519.81%-540.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,589 | $6,800+70.4% | $6,426+80.4% | $5,609+106.6% |
| Admin fee / account holder | $413 | $10,917-96.2% | $9,284-95.5% | $10,828-96.2% |