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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 | $39,435 | $52,678-25.1% | $75,784-48.0% | $59,633-33.9% |
| Participation rate | 51.1% | 67.2%-16.1pp | 75.8%-24.7pp | 68.7%-17.6pp |
| Annual return | -49.57% | 2.95%-52.5pp | 9.68%-59.3pp | 2041.45%-2091.0pp |
| Employer contribution / active EE | $309 | $2,193-85.9% | $3,323-90.7% | $2,203-86.0% |
| Participant deferral / active EE | $4,098 | $2,591+58.2% | $3,652+12.2% | $3,192+28.4% |
| Admin fee / account holder | $9,057 | $3,610+150.9% | $5,300+70.9% | $4,297+110.8% |