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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 | $37,322 | $56,200-33.6% | $67,653-44.8% | $59,633-37.4% |
| Participation rate | 55.2% | 71.5%-16.3pp | 75.7%-20.5pp | 68.7%-13.5pp |
| Annual return | -2.46% | 18506.71%-18509.2pp | 6625.22%-6627.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,934 | $2,843-32.0% | $3,560-45.7% | $3,192-39.4% |
| Admin fee / account holder | $2,789 | $3,959-29.5% | $4,821-42.1% | $4,297-35.1% |