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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 | $23,539 | $59,116-60.2% | $86,438-72.8% | $68,486-65.6% |
| Participation rate | 60.9% | 75.2%-14.4pp | 80.3%-19.5pp | 67.9%-7.0pp |
| Annual return | -21.01% | -0.23%-20.8pp | 4397.19%-4418.2pp | -7.85%-13.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,430 | $5,902+110.6% | $6,952+78.8% | $4,028+208.6% |
| Admin fee / account holder | $2,219 | $5,639-60.6% | $6,733-67.0% | $5,404-58.9% |