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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 | $25,341 | $97,729-74.1% | $83,830-69.8% | $135,379-81.3% |
| Participation rate | 23.1% | 80.0%-56.9pp | 76.1%-53.1pp | 82.6%-59.6pp |
| Annual return | -17.32% | 1287.52%-1304.8pp | 850.97%-868.3pp | 519.79%-537.1pp |
| Employer contribution / active EE | $261 | $4,222-93.8% | $3,631-92.8% | $4,779-94.5% |
| Participant deferral / active EE | $2,950 | $4,683-37.0% | $4,082-27.7% | $5,609-47.4% |
| Admin fee / account holder | $509 | $6,674-92.4% | $5,479-90.7% | $10,828-95.3% |