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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 | $31,117 | $88,778-65.0% | $81,844-62.0% | $145,884-78.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -41.74% | 1033.03%-1074.8pp | 778.87%-820.6pp | 551.85%-593.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,400 | $4,648+80.7% | $4,323+94.3% | $6,690+25.6% |
| Admin fee / account holder | $1,738 | $8,430-79.4% | $7,355-76.4% | $13,392-87.0% |