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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 | $38,204 | $100,895-62.1% | $90,430-57.8% | $158,950-76.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -17.27% | 1725.54%-1742.8pp | 1293.73%-1311.0pp | 302.91%-320.2pp |
| Employer contribution / active EE | $122 | $3,689-96.7% | $3,262-96.3% | $4,762-97.4% |
| Participant deferral / active EE | $1,218 | $4,347-72.0% | $3,963-69.3% | $5,983-79.6% |
| Admin fee / account holder | $739 | $6,505-88.6% | $5,613-86.8% | $11,248-93.4% |