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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 | $59,097 | $75,832-22.1% | $147,618-60.0% | $59,633-0.9% |
| Participation rate | 18.5% | 71.6%-53.0pp | 84.6%-66.1pp | 68.7%-50.2pp |
| Annual return | -2.88% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,991 | $3,131-36.4% | $4,895-59.3% | $3,192-37.6% |
| Admin fee / account holder | $3,089 | $5,986-48.4% | $11,612-73.4% | $4,297-28.1% |