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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 | $24,427 | $92,684-73.6% | $82,706-70.5% | $134,509-81.8% |
| Participation rate | 30.8% | 75.2%-44.4pp | 72.6%-41.8pp | 81.2%-50.5pp |
| Annual return | -22.15% | 945.84%-968.0pp | 701.76%-723.9pp | 418.13%-440.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,084 | $4,800-56.6% | $4,394-52.6% | $6,400-67.4% |
| Admin fee / account holder | $677 | $5,982-88.7% | $5,329-87.3% | $11,427-94.1% |