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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 | $21,289 | $75,832-71.9% | $147,617-85.6% | $59,633-64.3% |
| Participation rate | 33.3% | 71.6%-38.2pp | 84.6%-51.3pp | 68.7%-35.3pp |
| Annual return | -2.95% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $228 | $3,485-93.4% | $5,564-95.9% | $2,203-89.6% |
| Participant deferral / active EE | $1,882 | $3,131-39.9% | $4,895-61.6% | $3,192-41.0% |
| Admin fee / account holder | $9,866 | $5,986+64.8% | $11,612-15.0% | $4,297+129.6% |