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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 | $34,941 | $82,630-57.7% | $64,105-45.5% | $125,389-72.1% |
| Participation rate | 20.8% | 75.9%-55.0pp | 68.2%-47.3pp | 83.2%-62.4pp |
| Annual return | -14.33% | 1489.72%-1504.1pp | 791.24%-805.6pp | 282.24%-296.6pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,316 | $3,608-63.5% | $2,822-53.4% | $5,352-75.4% |
| Admin fee / account holder | $4,449 | $6,382-30.3% | $4,499-1.1% | $9,541-53.4% |