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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 | $40,088 | $48,274-17.0% | $63,244-36.6% | $59,633-32.8% |
| Participation rate | 23.1% | 66.3%-43.2pp | 71.0%-48.0pp | 68.7%-45.6pp |
| Annual return | -3.58% | -240.79%+237.2pp | -70.31%+66.7pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,163 | $2,343-50.4% | $2,953-60.6% | $3,192-63.6% |
| Admin fee / account holder | $5,037 | $3,600+39.9% | $5,893-14.5% | $4,297+17.2% |