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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 | $44,208 | $58,320-24.2% | $86,451-48.9% | $66,949-34.0% |
| Participation rate | 59.7% | 78.6%-18.9pp | 80.3%-20.6pp | 69.8%-10.1pp |
| Annual return | -18.14% | -9.71%-8.4pp | 4398.51%-4416.7pp | 1.57%-19.7pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,770-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,622 | $6,899+25.0% | $6,953+24.0% | $4,239+103.4% |
| Admin fee / account holder | $1,088 | $546+99.4% | $6,734-83.8% | $594+83.3% |