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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 | $20,313 | $84,685-76.0% | $73,836-72.5% | $125,389-83.8% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | -7.32% | 3123.80%-3131.1pp | 2268.06%-2275.4pp | 282.24%-289.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,306 | $3,993-42.2% | $3,583-35.6% | $5,352-56.9% |
| Admin fee / account holder | $320 | $5,694-94.4% | $4,882-93.4% | $9,541-96.6% |