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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 | $24,073 | $82,630-70.9% | $64,105-62.4% | $125,389-80.8% |
| Participation rate | 26.7% | 75.9%-49.2pp | 68.2%-41.5pp | 83.2%-56.5pp |
| Annual return | -8.48% | 1489.72%-1498.2pp | 791.24%-799.7pp | 282.24%-290.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,310 | $3,608-63.7% | $2,822-53.6% | $5,352-75.5% |
| Admin fee / account holder | $550 | $6,382-91.4% | $4,499-87.8% | $9,541-94.2% |