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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 | $20,946 | $95,979-78.2% | $74,551-71.9% | $135,380-84.5% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -12.31% | 56.97%-69.3pp | 32.53%-44.8pp | 519.81%-532.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,452 | $3,844-62.2% | $3,108-53.3% | $5,609-74.1% |
| Admin fee / account holder | $425 | $6,522-93.5% | $5,059-91.6% | $10,828-96.1% |