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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 | $39,703 | $82,630-52.0% | $64,105-38.1% | $125,389-68.3% |
| Participation rate | 31.8% | 75.9%-44.0pp | 68.2%-36.4pp | 83.2%-51.4pp |
| Annual return | -3.97% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,644 | $3,608-26.7% | $2,822-6.3% | $5,352-50.6% |
| Admin fee / account holder | $2,086 | $6,382-67.3% | $4,499-53.6% | $9,541-78.1% |