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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 | $22,597 | $75,832-70.2% | $147,617-84.7% | $59,633-62.1% |
| Participation rate | 56.7% | 71.6%-14.9pp | 84.6%-28.0pp | 68.7%-12.0pp |
| Annual return | -3.14% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $102 | $3,485-97.1% | $5,564-98.2% | $2,203-95.4% |
| Participant deferral / active EE | $1,411 | $3,131-54.9% | $4,895-71.2% | $3,192-55.8% |
| Admin fee / account holder | $967 | $5,986-83.8% | $11,612-91.7% | $4,297-77.5% |