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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 | $31,483 | $65,555-52.0% | $86,216-63.5% | $75,173-58.1% |
| Participation rate | 56.0% | 60.5%-4.5pp | 69.0%-13.0pp | 67.2%-11.2pp |
| Annual return | -5.36% | 46.07%-51.4pp | 1169.42%-1174.8pp | 160.72%-166.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,396 | $3,023-20.7% | $3,986-39.9% | $4,126-41.9% |
| Admin fee / account holder | $3,822 | $5,469-30.1% | $6,853-44.2% | $5,651-32.4% |