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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 | $41,370 | $59,111-30.0% | $86,451-52.1% | $68,490-39.6% |
| Participation rate | 65.4% | 75.2%-9.8pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -19.31% | -0.22%-19.1pp | 4398.51%-4417.8pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,185 | $5,900-29.1% | $6,953-39.8% | $4,028+3.9% |
| Admin fee / account holder | $850 | $5,640-84.9% | $6,734-87.4% | $5,403-84.3% |