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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 | $44,073 | $100,938-56.3% | $90,461-51.3% | $158,982-72.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | -15.84% | 1727.20%-1743.0pp | 1294.76%-1310.6pp | 302.99%-318.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,274 | $4,350+67.2% | $3,964+83.5% | $5,983+21.6% |
| Admin fee / account holder | $38,398 | $6,510+489.9% | $5,617+583.6% | $11,252+241.3% |