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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 | $30,738 | $115,814-73.5% | $101,275-69.6% | $158,982-80.7% |
| Participation rate | 27.8% | 79.4%-51.6pp | 75.8%-48.0pp | 82.0%-54.2pp |
| Annual return | -1.45% | 56.16%-57.6pp | 46.48%-47.9pp | 302.99%-304.4pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,498 | $4,958-69.8% | $4,371-65.7% | $5,983-75.0% |
| Admin fee / account holder | $79,453 | $7,249+996.1% | $5,948+1235.8% | $11,252+606.2% |