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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 | $40,652 | $48,274-15.8% | $63,244-35.7% | $59,633-31.8% |
| Participation rate | 20.7% | 66.3%-45.6pp | 71.0%-50.4pp | 68.7%-48.0pp |
| Annual return | -4.67% | -240.79%+236.1pp | -70.31%+65.6pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $18 | $1,586-98.9% | $2,322-99.2% | $2,203-99.2% |
| Participant deferral / active EE | $1,069 | $2,343-54.4% | $2,953-63.8% | $3,192-66.5% |
| Admin fee / account holder | $4,671 | $3,600+29.8% | $5,893-20.7% | $4,297+8.7% |