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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 | $10,920 | $54,357-79.9% | $82,706-86.8% | $68,495-84.1% |
| Participation rate | 43.5% | 63.9%-20.4pp | 72.6%-29.1pp | 67.9%-24.4pp |
| Annual return | -23.41% | -13.67%-9.7pp | 701.76%-725.2pp | -7.84%-15.6pp |
| Employer contribution / active EE | $232 | $2,218-89.5% | $3,007-92.3% | $2,596-91.1% |
| Participant deferral / active EE | $1,304 | $3,246-59.8% | $4,394-70.3% | $4,028-67.6% |
| Admin fee / account holder | $768 | $4,396-82.5% | $5,329-85.6% | $5,403-85.8% |