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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 | $29,885 | $111,535-73.2% | $105,223-71.6% | $137,256-78.2% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | -0.03% | 237.85%-237.9pp | 180.65%-180.7pp | 220.34%-220.4pp |
| Employer contribution / active EE | $500 | $3,939-87.3% | $3,689-86.5% | $4,156-88.0% |
| Participant deferral / active EE | $1,666 | $5,500-69.7% | $5,072-67.2% | $6,407-74.0% |
| Admin fee / account holder | $73,546 | $9,721+656.5% | $8,859+730.2% | $12,270+499.4% |