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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 | $17,793 | $133,981-86.7% | $112,249-84.1% | $134,532-86.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -69.12% | 47.16%-116.3pp | 27.48%-96.6pp | 418.27%-487.4pp |
| Employer contribution / active EE | $707 | $4,040-82.5% | $3,636-80.6% | $4,741-85.1% |
| Participant deferral / active EE | $1,898 | $5,292-64.1% | $4,729-59.9% | $6,401-70.4% |
| Admin fee / account holder | $678 | $7,492-91.0% | $6,412-89.4% | $11,429-94.1% |