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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 | $31,942 | $56,197-43.2% | $67,652-52.8% | $59,633-46.4% |
| Participation rate | 55.2% | 71.5%-16.3pp | 75.7%-20.5pp | 68.7%-13.5pp |
| Annual return | -4.50% | 18508.10%-18512.6pp | 6625.40%-6629.9pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,653 | $2,844-41.9% | $3,560-53.6% | $3,192-48.2% |
| Admin fee / account holder | $1,069 | $3,958-73.0% | $4,821-77.8% | $4,297-75.1% |