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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 | $38,124 | $56,200-32.2% | $67,653-43.6% | $59,633-36.1% |
| Participation rate | 24.4% | 71.5%-47.0pp | 75.7%-51.2pp | 68.7%-44.2pp |
| Annual return | -4.74% | 18506.71%-18511.5pp | 6625.22%-6630.0pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $217 | $1,615-86.6% | $2,266-90.4% | $2,203-90.2% |
| Participant deferral / active EE | $1,391 | $2,843-51.1% | $3,560-60.9% | $3,192-56.4% |
| Admin fee / account holder | $3,510 | $3,959-11.3% | $4,821-27.2% | $4,297-18.3% |