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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 | $18,197 | $91,179-80.0% | $178,499-89.8% | $79,852-77.2% |
| Participation rate | 22.2% | 69.2%-47.0pp | 81.9%-59.7pp | 69.6%-47.4pp |
| Annual return | -69.47% | 24.19%-93.7pp | 151.10%-220.6pp | 31.72%-101.2pp |
| Employer contribution / active EE | $236 | $3,256-92.8% | $5,011-95.3% | $2,471-90.5% |
| Participant deferral / active EE | $1,574 | $3,236-51.4% | $5,202-69.7% | $3,740-57.9% |
| Admin fee / account holder | $564 | $6,749-91.7% | $13,986-96.0% | $5,306-89.4% |