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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 | $25,759 | $93,346-72.4% | $71,796-64.1% | $273,972-90.6% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | -3.83% | 130.39%-134.2pp | 78.04%-81.9pp | 41.46%-45.3pp |
| Employer contribution / active EE | $178 | $2,733-93.5% | $1,924-90.7% | $4,869-96.3% |
| Participant deferral / active EE | $756 | $3,475-78.2% | $2,794-72.9% | $5,287-85.7% |
| Admin fee / account holder | $2,208 | $6,571-66.4% | $4,815-54.1% | $10,133-78.2% |