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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 | $19,133 | $75,832-74.8% | $147,617-87.0% | $59,633-67.9% |
| Participation rate | 27.4% | 71.6%-44.2pp | 84.6%-57.2pp | 68.7%-41.3pp |
| Annual return | -2.89% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $81 | $3,485-97.7% | $5,564-98.5% | $2,203-96.3% |
| Participant deferral / active EE | $1,517 | $3,131-51.6% | $4,895-69.0% | $3,192-52.5% |
| Admin fee / account holder | $4,775 | $5,986-20.2% | $11,612-58.9% | $4,297+11.1% |