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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 | $20,129 | $84,685-76.2% | $73,836-72.7% | $125,389-83.9% |
| Participation rate | 63.6% | 76.8%-13.1pp | 73.4%-9.8pp | 83.2%-19.6pp |
| Annual return | -6.79% | 3123.80%-3130.6pp | 2268.06%-2274.8pp | 282.24%-289.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,837 | $3,993-28.9% | $3,583-20.8% | $5,352-47.0% |
| Admin fee / account holder | $1,043 | $5,694-81.7% | $4,882-78.6% | $9,541-89.1% |