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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 | $20,688 | $82,630-75.0% | $64,105-67.7% | $125,389-83.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -5.39% | 1489.72%-1495.1pp | 791.24%-796.6pp | 282.24%-287.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,588 | $3,608+27.2% | $2,822+62.6% | $5,352-14.3% |
| Admin fee / account holder | $4,917 | $6,382-23.0% | $4,499+9.3% | $9,541-48.5% |