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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 | $27,286 | $97,732-72.1% | $83,831-67.5% | $135,380-79.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -15.64% | 1287.56%-1303.2pp | 850.99%-866.6pp | 519.81%-535.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,457 | $4,683-68.9% | $4,082-64.3% | $5,609-74.0% |
| Admin fee / account holder | $5,681 | $6,675-14.9% | $5,479+3.7% | $10,828-47.5% |