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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 | $27,402 | $56,197-51.2% | $67,652-59.5% | $59,633-54.0% |
| Participation rate | 53.9% | 71.5%-17.5pp | 75.7%-21.7pp | 68.7%-14.7pp |
| Annual return | -2.69% | 18508.10%-18510.8pp | 6625.40%-6628.1pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,247 | $2,844-56.1% | $3,560-65.0% | $3,192-60.9% |
| Admin fee / account holder | $4,435 | $3,958+12.1% | $4,821-8.0% | $4,297+3.2% |