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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 | $22,779 | $81,331-72.0% | $155,534-85.4% | $80,935-71.9% |
| Participation rate | 44.6% | 66.3%-21.6pp | 78.2%-33.6pp | 67.7%-23.0pp |
| Annual return | -98.74% | 33.37%-132.1pp | 64.92%-163.7pp | 35.66%-134.4pp |
| Employer contribution / active EE | $136 | $3,105-95.6% | $4,675-97.1% | $2,757-95.1% |
| Participant deferral / active EE | $10,464 | $3,454+202.9% | $5,630+85.9% | $4,299+143.4% |
| Admin fee / account holder | $326 | $7,999-95.9% | $15,900-98.0% | $6,924-95.3% |