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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 | $57,825 | $60,139-3.8% | $90,461-36.1% | $79,856-27.6% |
| Participation rate | 53.1% | 65.0%-11.9pp | 72.7%-19.6pp | 69.6%-16.5pp |
| Annual return | -9.41% | 71.96%-81.4pp | 1294.76%-1304.2pp | 31.71%-41.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,087 | $2,939+39.1% | $3,964+3.1% | $3,741+9.3% |
| Admin fee / account holder | $17,679 | $3,978+344.4% | $5,617+214.8% | $5,306+233.2% |