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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 | $42,279 | $88,778-52.4% | $81,844-48.3% | $145,884-71.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | -9.75% | 1033.03%-1042.8pp | 778.87%-788.6pp | 551.85%-561.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,760 | $4,648-62.1% | $4,323-59.3% | $6,690-73.7% |
| Admin fee / account holder | $8,225 | $8,430-2.4% | $7,355+11.8% | $13,392-38.6% |