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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 | $23,023 | $75,962-69.7% | $154,111-85.1% | $64,173-64.1% |
| Participation rate | 24.0% | 70.4%-46.4pp | 83.0%-59.0pp | 69.6%-45.6pp |
| Annual return | -8.11% | 30.32%-38.4pp | 735.18%-743.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $39 | $3,350-98.8% | $5,298-99.3% | $2,381-98.4% |
| Participant deferral / active EE | $2,591 | $3,175-18.4% | $5,081-49.0% | $3,470-25.3% |
| Admin fee / account holder | $3,485 | $5,589-37.6% | $13,411-74.0% | $4,887-28.7% |