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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 | $20,036 | $95,979-79.1% | $74,551-73.1% | $135,380-85.2% |
| Participation rate | 53.8% | 75.7%-21.8pp | 69.1%-15.3pp | 82.6%-28.8pp |
| Annual return | -11.48% | 56.97%-68.4pp | 32.53%-44.0pp | 519.81%-531.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,015 | $3,844+160.5% | $3,108+222.2% | $5,609+78.5% |
| Admin fee / account holder | $9,699 | $6,522+48.7% | $5,059+91.7% | $10,828-10.4% |