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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 | $35,019 | $59,107-40.8% | $86,439-59.5% | $68,495-48.9% |
| Participation rate | 66.3% | 75.2%-9.0pp | 80.3%-14.1pp | 67.9%-1.6pp |
| Annual return | -20.26% | -0.23%-20.0pp | 4395.55%-4415.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,381 | $5,901+109.8% | $6,952+78.1% | $4,028+207.4% |
| Admin fee / account holder | $2,413 | $5,637-57.2% | $6,732-64.2% | $5,403-55.3% |