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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 | $10,394 | $81,262-87.2% | $155,602-93.3% | $80,911-87.2% |
| Participation rate | 15.2% | 66.2%-51.1pp | 78.2%-63.1pp | 67.6%-52.5pp |
| Annual return | -15.22% | 33.34%-48.6pp | 64.81%-80.0pp | 35.63%-50.8pp |
| Employer contribution / active EE | $283 | $3,102-90.9% | $4,675-93.9% | $2,756-89.7% |
| Participant deferral / active EE | $937 | $3,451-72.9% | $5,629-83.4% | $4,297-78.2% |
| Admin fee / account holder | $452,632 | $7,992+5563.6% | $15,923+2742.6% | $6,935+6427.1% |