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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 | $28,713 | $45,566-37.0% | $64,105-55.2% | $59,633-51.9% |
| Participation rate | 32.7% | 60.2%-27.5pp | 68.2%-35.5pp | 68.7%-36.0pp |
| Annual return | -3.83% | 4.95%-8.8pp | 791.24%-795.1pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $2 | $934-99.8% | $1,820-99.9% | $2,203-99.9% |
| Participant deferral / active EE | $1,074 | $2,057-47.8% | $2,822-61.9% | $3,192-66.4% |
| Admin fee / account holder | $1,561 | $3,268-52.2% | $4,499-65.3% | $4,297-63.7% |