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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 | $23,078 | $82,674-72.1% | $125,381-81.6% | $68,486-66.3% |
| Participation rate | 21.9% | 75.1%-53.2pp | 82.4%-60.5pp | 67.9%-46.0pp |
| Annual return | -22.46% | -5.97%-16.5pp | 572.31%-594.8pp | -7.85%-14.6pp |
| Employer contribution / active EE | $489 | $3,382-85.5% | $4,815-89.8% | $2,597-81.2% |
| Participant deferral / active EE | $2,719 | $6,111-55.5% | $7,448-63.5% | $4,028-32.5% |
| Admin fee / account holder | $1,250 | $6,277-80.1% | $10,007-87.5% | $5,404-76.9% |