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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 | $16,824 | $75,962-77.9% | $154,108-89.1% | $64,173-73.8% |
| Participation rate | 21.2% | 70.4%-49.3pp | 83.0%-61.9pp | 69.6%-48.4pp |
| Annual return | -9.42% | 30.32%-39.7pp | 735.21%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,233 | $3,175-61.1% | $5,081-75.7% | $3,470-64.5% |
| Admin fee / account holder | $5,267 | $5,589-5.8% | $13,411-60.7% | $4,887+7.8% |