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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 | $32,518 | $56,197-42.1% | $67,652-51.9% | $59,633-45.5% |
| Participation rate | 31.3% | 71.5%-40.2pp | 75.7%-44.4pp | 68.7%-37.4pp |
| Annual return | -3.79% | 18508.10%-18511.9pp | 6625.40%-6629.2pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $25 | $1,615-98.4% | $2,266-98.9% | $2,203-98.8% |
| Participant deferral / active EE | $1,313 | $2,844-53.8% | $3,560-63.1% | $3,192-58.9% |
| Admin fee / account holder | $782 | $3,958-80.3% | $4,821-83.8% | $4,297-81.8% |