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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 | $25,459 | $75,962-66.5% | $154,111-83.5% | $64,173-60.3% |
| Participation rate | 17.3% | 70.4%-53.1pp | 83.0%-65.8pp | 69.6%-52.3pp |
| Annual return | -9.65% | 30.32%-40.0pp | 735.18%-744.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $124 | $3,350-96.3% | $5,298-97.7% | $2,381-94.8% |
| Participant deferral / active EE | $1,142 | $3,175-64.0% | $5,081-77.5% | $3,470-67.1% |
| Admin fee / account holder | $2,034 | $5,589-63.6% | $13,411-84.8% | $4,887-58.4% |