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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 | $14,713 | $72,071-79.6% | $68,368-78.5% | $137,256-89.3% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | -68.86% | 353.14%-422.0pp | 292.57%-361.4pp | 220.34%-289.2pp |
| Employer contribution / active EE | $362 | $2,788-87.0% | $2,649-86.3% | $4,156-91.3% |
| Participant deferral / active EE | $905 | $4,410-79.5% | $4,123-78.1% | $6,407-85.9% |
| Admin fee / account holder | $6,297 | $5,336+18.0% | $5,150+22.3% | $12,270-48.7% |