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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 | $18,540 | $59,107-68.6% | $86,439-78.6% | $68,495-72.9% |
| Participation rate | 66.7% | 75.2%-8.6pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -20.16% | -0.23%-19.9pp | 4395.55%-4415.7pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,526 | $5,901-23.3% | $6,952-34.9% | $4,028+12.4% |
| Admin fee / account holder | $2,147 | $5,637-61.9% | $6,732-68.1% | $5,403-60.3% |