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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 | $19,168 | $39,798-51.8% | $67,704-71.7% | $59,633-67.9% |
| Participation rate | 17.1% | 57.4%-40.2pp | 67.5%-50.4pp | 68.7%-51.5pp |
| Annual return | -12.39% | 89.94%-102.3pp | 25.41%-37.8pp | 2041.40%-2053.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,127 | $2,335-8.9% | $3,585-40.7% | $3,192-33.4% |
| Admin fee / account holder | $8,403 | $3,212+161.6% | $4,255+97.5% | $4,297+95.6% |