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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 | $19,496 | $30,437-35.9% | $56,033-65.2% | $74,459-73.8% |
| Participation rate | 5.6% | 32.9%-27.2pp | 52.5%-46.9pp | 67.2%-61.6pp |
| Annual return | -8.76% | 24.96%-33.7pp | 1711.38%-1720.1pp | 1369.70%-1378.5pp |
| Employer contribution / active EE | $52 | $610-91.5% | $1,041-95.0% | $2,626-98.0% |
| Participant deferral / active EE | $522 | $1,176-55.6% | $1,954-73.3% | $4,350-88.0% |
| Admin fee / account holder | $4,223 | $2,363+78.7% | $2,827+49.4% | $1,945+117.1% |