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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 | $24,125 | $58,258-58.6% | $81,820-70.5% | $80,925-70.2% |
| Participation rate | 7.5% | 63.5%-56.0pp | 72.4%-64.9pp | 67.7%-60.2pp |
| Annual return | -5.27% | 41.76%-47.0pp | 777.93%-783.2pp | 35.65%-40.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $722 | $3,284-78.0% | $4,323-83.3% | $4,299-83.2% |
| Admin fee / account holder | $2,845 | $4,976-42.8% | $7,391-61.5% | $6,940-59.0% |