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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 | $16,974 | $75,828-77.6% | $147,617-88.5% | $59,632-71.5% |
| Participation rate | 37.9% | 71.6%-33.6pp | 84.6%-46.7pp | 68.7%-30.7pp |
| Annual return | -3.66% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.32%-2045.0pp |
| Employer contribution / active EE | $144 | $3,485-95.9% | $5,565-97.4% | $2,203-93.5% |
| Participant deferral / active EE | $908 | $3,130-71.0% | $4,895-81.4% | $3,192-71.5% |
| Admin fee / account holder | $2,069 | $5,985-65.4% | $11,611-82.2% | $4,297-51.8% |