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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 | $16,051 | $75,832-78.8% | $147,618-89.1% | $59,633-73.1% |
| Participation rate | 23.2% | 71.6%-48.4pp | 84.6%-61.5pp | 68.7%-45.5pp |
| Annual return | -3.84% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.40%-2045.2pp |
| Employer contribution / active EE | $66 | $3,485-98.1% | $5,565-98.8% | $2,203-97.0% |
| Participant deferral / active EE | $857 | $3,131-72.6% | $4,895-82.5% | $3,192-73.2% |
| Admin fee / account holder | $1,785 | $5,986-70.2% | $11,612-84.6% | $4,297-58.5% |