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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 | $24,716 | $123,412-80.0% | $69,460-64.4% | $145,978-83.1% |
| Participation rate | 22.2% | 69.2%-47.0pp | 66.4%-44.2pp | 80.3%-58.1pp |
| Annual return | -10.76% | 191.25%-202.0pp | 100.80%-111.6pp | 550.52%-561.3pp |
| Employer contribution / active EE | $198 | $2,684-92.6% | $1,714-88.5% | $4,662-95.8% |
| Participant deferral / active EE | $689 | $4,240-83.7% | $2,890-76.2% | $6,690-89.7% |
| Admin fee / account holder | $6,908 | $7,816-11.6% | $4,695+47.1% | $13,400-48.5% |