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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 | $37,094 | $97,761-62.1% | $83,850-55.8% | $135,382-72.6% |
| Participation rate | 22.2% | 80.0%-57.7pp | 76.1%-53.9pp | 82.6%-60.4pp |
| Annual return | -12.97% | 1287.44%-1300.4pp | 850.92%-863.9pp | 519.77%-532.7pp |
| Employer contribution / active EE | $24 | $4,222-99.4% | $3,631-99.3% | $4,779-99.5% |
| Participant deferral / active EE | $1,480 | $4,682-68.4% | $4,082-63.7% | $5,609-73.6% |
| Admin fee / account holder | $1,669 | $6,674-75.0% | $5,478-69.5% | $10,829-84.6% |