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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 | $26,235 | $44,850-41.5% | $60,547-56.7% | $59,633-56.0% |
| Participation rate | 38.4% | 59.5%-21.1pp | 68.0%-29.6pp | 68.7%-30.3pp |
| Annual return | -3.14% | 1074.14%-1077.3pp | 335.64%-338.8pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $138 | $1,462-90.6% | $2,419-94.3% | $2,203-93.7% |
| Participant deferral / active EE | $1,497 | $2,230-32.9% | $3,328-55.0% | $3,192-53.1% |
| Admin fee / account holder | $2,277 | $3,635-37.4% | $4,536-49.8% | $4,297-47.0% |