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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 | $44,327 | $92,743-52.2% | $82,744-46.4% | $134,532-67.1% |
| Participation rate | 13.6% | 75.2%-61.6pp | 72.6%-58.9pp | 81.2%-67.6pp |
| Annual return | -22.07% | 946.63%-968.7pp | 702.22%-724.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,771 | $4,802-42.3% | $4,395-36.9% | $6,401-56.7% |
| Admin fee / account holder | $1,040 | $5,977-82.6% | $5,325-80.5% | $11,429-90.9% |