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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 | $46,633 | $97,761-52.3% | $83,850-44.4% | $135,382-65.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -11.06% | 1287.44%-1298.5pp | 850.92%-862.0pp | 519.77%-530.8pp |
| Employer contribution / active EE | $467 | $4,222-88.9% | $3,631-87.1% | $4,779-90.2% |
| Participant deferral / active EE | $3,575 | $4,682-23.7% | $4,082-12.4% | $5,609-36.3% |
| Admin fee / account holder | $405 | $6,674-93.9% | $5,478-92.6% | $10,829-96.3% |