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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 | $28,135 | $59,111-52.4% | $86,451-67.5% | $68,490-58.9% |
| Participation rate | 47.6% | 75.2%-27.6pp | 80.3%-32.7pp | 67.9%-20.3pp |
| Annual return | -24.43% | -0.22%-24.2pp | 4398.51%-4422.9pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,019 | $5,900+19.0% | $6,953+1.0% | $4,028+74.3% |
| Admin fee / account holder | $4,641 | $5,640-17.7% | $6,734-31.1% | $5,403-14.1% |