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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 | $24,890 | $75,832-67.2% | $147,617-83.1% | $59,633-58.3% |
| Participation rate | 7.0% | 71.6%-64.6pp | 84.6%-77.6pp | 68.7%-61.7pp |
| Annual return | -24.54% | 0.37%-24.9pp | 61.98%-86.5pp | 2041.45%-2066.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,049 | $3,131-66.5% | $4,895-78.6% | $3,192-67.1% |
| Admin fee / account holder | $3,008 | $5,986-49.8% | $11,612-74.1% | $4,297-30.0% |