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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 | $16,834 | $77,908-78.4% | $149,696-88.8% | $75,173-77.6% |
| Participation rate | 12.2% | 65.6%-53.3pp | 78.8%-66.5pp | 67.2%-55.0pp |
| Annual return | -2.08% | 31.73%-33.8pp | 134.46%-136.5pp | 160.72%-162.8pp |
| Employer contribution / active EE | $81 | $3,138-97.4% | $4,821-98.3% | $2,671-97.0% |
| Participant deferral / active EE | $882 | $3,411-74.2% | $5,682-84.5% | $4,126-78.6% |
| Admin fee / account holder | $8,667 | $5,950+45.7% | $13,212-34.4% | $5,651+53.4% |