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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 | $18,747 | $88,815-78.9% | $81,882-77.1% | $145,897-87.2% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | -60.80% | 1033.75%-1094.6pp | 779.47%-840.3pp | 552.29%-613.1pp |
| Employer contribution / active EE | $210 | $3,086-93.2% | $2,916-92.8% | $4,663-95.5% |
| Participant deferral / active EE | $2,875 | $4,647-38.1% | $4,323-33.5% | $6,689-57.0% |
| Admin fee / account holder | $16,322 | $8,434+93.5% | $7,360+121.8% | $13,390+21.9% |