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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 | $21,932 | $75,832-71.1% | $147,617-85.1% | $59,633-63.2% |
| Participation rate | 27.6% | 71.6%-44.0pp | 84.6%-57.0pp | 68.7%-41.1pp |
| Annual return | -4.11% | 0.37%-4.5pp | 61.98%-66.1pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | -$24 | $3,485-100.7% | $5,564-100.4% | $2,203-101.1% |
| Participant deferral / active EE | $1,886 | $3,131-39.8% | $4,895-61.5% | $3,192-40.9% |
| Admin fee / account holder | $1,418 | $5,986-76.3% | $11,612-87.8% | $4,297-67.0% |