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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 | $27,438 | $96,691-71.6% | $86,656-68.3% | $139,487-80.3% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | -0.05% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.9pp |
| Employer contribution / active EE | $325 | $3,267-90.0% | $3,025-89.3% | $4,755-93.2% |
| Participant deferral / active EE | $8,986 | $4,838+85.8% | $4,439+102.4% | $6,713+33.9% |
| Admin fee / account holder | $1,263 | $6,414-80.3% | $5,619-77.5% | $11,407-88.9% |