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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 | $88,702-64.9% | $81,780-62.0% | $145,978-78.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -41.74% | 1029.12%-1070.9pp | 776.27%-818.0pp | 550.52%-592.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,400 | $4,645+80.8% | $4,321+94.4% | $6,690+25.6% |
| Admin fee / account holder | $1,738 | $8,414-79.3% | $7,384-76.5% | $13,400-87.0% |