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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 | $22,439 | $83,908-73.3% | $68,509-67.2% | $125,389-82.1% |
| Participation rate | 60.0% | 78.2%-18.2pp | 74.7%-14.7pp | 83.2%-23.2pp |
| Annual return | -4.34% | 14.48%-18.8pp | 8.27%-12.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $318 | $3,031-89.5% | $2,278-86.1% | $4,866-93.5% |
| Participant deferral / active EE | $1,270 | $4,125-69.2% | $3,382-62.4% | $5,352-76.3% |
| Admin fee / account holder | $40,725 | $8,982+353.4% | $5,275+672.1% | $9,541+326.9% |