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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 | $39,171 | $84,685-53.7% | $73,836-46.9% | $125,389-68.8% |
| Participation rate | 63.6% | 76.8%-13.1pp | 73.4%-9.8pp | 83.2%-19.6pp |
| Annual return | -3.83% | 3123.80%-3127.6pp | 2268.06%-2271.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,518 | $3,993+113.3% | $3,583+137.7% | $5,352+59.2% |
| Admin fee / account holder | $11,278 | $5,694+98.1% | $4,882+131.0% | $9,541+18.2% |