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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 | $49,387 | $39,798+24.1% | $67,704-27.1% | $59,633-17.2% |
| Participation rate | 8.3% | 57.4%-49.0pp | 67.5%-59.2pp | 68.7%-60.3pp |
| Annual return | -10.02% | 89.94%-100.0pp | 25.41%-35.4pp | 2041.45%-2051.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $831 | $2,335-64.4% | $3,585-76.8% | $3,192-74.0% |
| Admin fee / account holder | $3,345 | $3,212+4.1% | $4,255-21.4% | $4,297-22.2% |