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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 | $16,328 | $88,710-81.6% | $81,783-80.0% | $145,959-88.8% |
| Participation rate | 56.5% | 75.0%-18.5pp | 72.4%-15.8pp | 80.3%-23.8pp |
| Annual return | -6.36% | 1027.26%-1033.6pp | 775.05%-781.4pp | 561.95%-568.3pp |
| Employer contribution / active EE | $5 | $3,083-99.8% | $2,913-99.8% | $4,661-99.9% |
| Participant deferral / active EE | $1,122 | $4,645-75.8% | $4,320-74.0% | $6,689-83.2% |
| Admin fee / account holder | $1,805 | $8,407-78.5% | $7,380-75.5% | $13,398-86.5% |