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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 | $20,438 | $78,694-74.0% | $67,652-69.8% | $125,389-83.7% |
| Participation rate | 42.1% | 78.8%-36.7pp | 75.7%-33.6pp | 83.2%-41.1pp |
| Annual return | -4.04% | 9.46%-13.5pp | 6625.40%-6629.4pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,646 | $4,292-38.4% | $3,560-25.7% | $5,352-50.6% |
| Admin fee / account holder | $715 | $7,403-90.3% | $4,821-85.2% | $9,541-92.5% |