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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 | $17,633 | $100,811-82.5% | $86,698-79.7% | $134,545-86.9% |
| Participation rate | 47.6% | 79.0%-31.3pp | 76.6%-29.0pp | 81.2%-33.6pp |
| Annual return | -20.38% | 29.11%-49.5pp | 35.96%-56.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $236 | $3,490-93.3% | $2,837-91.7% | $4,742-95.0% |
| Participant deferral / active EE | $2,355 | $5,339-55.9% | $4,656-49.4% | $6,401-63.2% |
| Admin fee / account holder | $873 | $10,926-92.0% | $7,492-88.3% | $11,431-92.4% |