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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 | $20,023 | $39,798-49.7% | $67,704-70.4% | $59,633-66.4% |
| Participation rate | 21.4% | 57.4%-35.9pp | 67.5%-46.1pp | 68.7%-47.2pp |
| Annual return | -9.33% | 89.94%-99.3pp | 25.41%-34.7pp | 2041.45%-2050.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,047 | $2,335-55.2% | $3,585-70.8% | $3,192-67.2% |
| Admin fee / account holder | $1,783 | $3,212-44.5% | $4,255-58.1% | $4,297-58.5% |