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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 | $24,954 | $70,366-64.5% | $66,674-62.6% | $138,895-82.0% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.7%-61.2pp | 79.9%-67.4pp |
| Annual return | -90.74% | 386.41%-477.1pp | 321.24%-412.0pp | 145.39%-236.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,938 | $4,374-32.8% | $4,084-28.1% | $6,396-54.1% |
| Admin fee / account holder | $17,702 | $5,262+236.4% | $5,098+247.2% | $12,562+40.9% |