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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 | $15,856 | $172,111-90.8% | $150,298-89.5% | $137,256-88.4% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | -5.54% | 69.37%-74.9pp | 62.79%-68.3pp | 220.34%-225.9pp |
| Employer contribution / active EE | $261 | $4,636-94.4% | $4,154-93.7% | $4,156-93.7% |
| Participant deferral / active EE | $2,319 | $6,166-62.4% | $5,453-57.5% | $6,407-63.8% |
| Admin fee / account holder | $8,084 | $16,471-50.9% | $14,116-42.7% | $12,270-34.1% |