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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 | $33,331 | $45,566-26.9% | $64,105-48.0% | $59,633-44.1% |
| Participation rate | 51.7% | 60.2%-8.4pp | 68.2%-16.4pp | 68.7%-16.9pp |
| Annual return | -7.52% | 4.95%-12.5pp | 791.24%-798.8pp | 2041.40%-2048.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,811 | $2,057+36.7% | $2,822-0.4% | $3,192-11.9% |
| Admin fee / account holder | $2,240 | $3,268-31.4% | $4,499-50.2% | $4,297-47.9% |