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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 | $38,926 | $151,427-74.3% | $112,860-65.5% | $154,746-74.8% |
| Participation rate | 6.3% | 69.1%-62.9pp | 66.3%-60.1pp | 80.7%-74.5pp |
| Annual return | -66.85% | 30.95%-97.8pp | 35.26%-102.1pp | 172.34%-239.2pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,772 | $4,285-58.6% | $3,493-49.3% | $6,730-73.7% |
| Admin fee / account holder | $22,401 | $7,369+204.0% | $6,841+227.4% | $14,365+55.9% |