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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 | $23,197 | $142,392-83.7% | $119,622-80.6% | $134,532-82.8% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | -57.93% | -12.46%-45.5pp | -14.98%-43.0pp | 418.27%-476.2pp |
| Employer contribution / active EE | $1,013 | $5,224-80.6% | $4,232-76.1% | $4,741-78.6% |
| Participant deferral / active EE | $3,230 | $6,467-50.1% | $5,601-42.3% | $6,401-49.5% |
| Admin fee / account holder | $128,767 | $13,593+847.3% | $10,328+1146.8% | $11,429+1026.7% |