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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 | $22,608 | $92,766-75.6% | $82,763-72.7% | $134,545-83.2% |
| Participation rate | 47.1% | 75.2%-28.1pp | 72.6%-25.5pp | 81.2%-34.2pp |
| Annual return | -22.61% | 946.97%-969.6pp | 702.45%-725.1pp | 418.37%-441.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,451 | $4,802-49.0% | $4,395-44.2% | $6,401-61.7% |
| Admin fee / account holder | $1,211 | $5,978-79.7% | $5,325-77.3% | $11,431-89.4% |