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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 | $46,475 | $117,846-60.6% | $102,434-54.6% | $145,884-68.1% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | -95.13% | 31.90%-127.0pp | 29.46%-124.6pp | 551.85%-647.0pp |
| Employer contribution / active EE | $584 | $3,615-83.8% | $3,023-80.7% | $4,662-87.5% |
| Participant deferral / active EE | $3,471 | $5,733-39.5% | $5,055-31.3% | $6,690-48.1% |
| Admin fee / account holder | $873,044 | $13,356+6436.8% | $9,462+9126.9% | $13,392+6419.2% |