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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 | $44,064 | $48,274-8.7% | $63,244-30.3% | $59,633-26.1% |
| Participation rate | 41.2% | 66.3%-25.1pp | 71.0%-29.9pp | 68.7%-27.5pp |
| Annual return | -2.86% | -240.79%+237.9pp | -70.31%+67.4pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,393 | $2,343-40.5% | $2,953-52.8% | $3,192-56.4% |
| Admin fee / account holder | $7,358 | $3,600+104.4% | $5,893+24.9% | $4,297+71.2% |