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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 | $53,045 | $29,319+80.9% | $52,425+1.2% | $82,448-35.7% |
| Participation rate | 4.0% | 46.9%-42.9pp | 55.6%-51.6pp | 68.1%-64.1pp |
| Annual return | -23.29% | 535.20%-558.5pp | 302.12%-325.4pp | 41.64%-64.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $823 | $1,171-29.7% | $1,790-54.0% | $4,139-80.1% |
| Admin fee / account holder | $16,018 | $1,962+716.4% | $2,495+542.0% | $7,234+121.4% |