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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 | $27,248 | $52,519-48.1% | $155,789-82.5% | $59,633-54.3% |
| Participation rate | 30.8% | 61.7%-30.9pp | 76.1%-45.3pp | 68.7%-37.9pp |
| Annual return | -5.24% | 53.51%-58.8pp | 71.54%-76.8pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $188 | $1,589-88.2% | $3,839-95.1% | $2,203-91.5% |
| Participant deferral / active EE | $1,870 | $3,084-39.4% | $4,798-61.0% | $3,192-41.4% |
| Admin fee / account holder | $677 | $3,540-80.9% | $7,477-90.9% | $4,297-84.3% |