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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 | $28,765 | $45,566-36.9% | $64,105-55.1% | $59,632-51.8% |
| Participation rate | 44.9% | 60.2%-15.3pp | 68.2%-23.3pp | 68.7%-23.8pp |
| Annual return | -3.30% | 4.95%-8.2pp | 791.24%-794.5pp | 2041.32%-2044.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,074 | $2,057-47.8% | $2,822-61.9% | $3,192-66.3% |
| Admin fee / account holder | $1,797 | $3,268-45.0% | $4,499-60.1% | $4,297-58.2% |