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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 | $35,787 | $27,943+28.1% | $58,507-38.8% | $75,177-52.4% |
| Participation rate | 20.0% | 38.8%-18.8pp | 50.9%-30.9pp | 67.2%-47.2pp |
| Annual return | -51.65% | 44.22%-95.9pp | 4252.32%-4304.0pp | 160.75%-212.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $670 | $1,202-44.3% | $1,922-65.2% | $4,126-83.8% |
| Admin fee / account holder | $1,458 | $1,727-15.6% | $2,486-41.3% | $5,651-74.2% |