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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 | $31,698 | $44,103-28.1% | $75,826-58.2% | $64,173-50.6% |
| Participation rate | 4.5% | 62.7%-58.2pp | 68.2%-63.7pp | 69.6%-65.0pp |
| Annual return | -35.56% | -4.72%-30.8pp | 1914.15%-1949.7pp | 7.63%-43.2pp |
| Employer contribution / active EE | $40 | $1,446-97.2% | $1,913-97.9% | $2,381-98.3% |
| Participant deferral / active EE | $969 | $2,204-56.0% | $2,862-66.1% | $3,470-72.1% |
| Admin fee / account holder | $4,143 | $3,506+18.2% | $4,726-12.3% | $4,887-15.2% |