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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 | $20,273 | $45,566-55.5% | $64,105-68.4% | $59,633-66.0% |
| Participation rate | 46.9% | 60.2%-13.3pp | 68.2%-21.3pp | 68.7%-21.8pp |
| Annual return | -3.16% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,189 | $2,057+6.4% | $2,822-22.4% | $3,192-31.4% |
| Admin fee / account holder | $349 | $3,268-89.3% | $4,499-92.2% | $4,297-91.9% |