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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 | $20,344 | $115,796-82.4% | $101,264-79.9% | $158,950-87.2% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | -4.10% | 56.15%-60.3pp | 46.48%-50.6pp | 302.91%-307.0pp |
| Employer contribution / active EE | $680 | $4,175-83.7% | $3,660-81.4% | $4,762-85.7% |
| Participant deferral / active EE | $3,741 | $4,958-24.5% | $4,370-14.4% | $5,983-37.5% |
| Admin fee / account holder | $12,410 | $7,247+71.2% | $5,947+108.7% | $11,248+10.3% |