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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 | $33,878 | $56,199-39.7% | $67,652-49.9% | $59,632-43.2% |
| Participation rate | 63.9% | 71.5%-7.6pp | 75.7%-11.8pp | 68.7%-4.8pp |
| Annual return | -3.18% | 18505.31%-18508.5pp | 6625.04%-6628.2pp | 2041.32%-2044.5pp |
| Employer contribution / active EE | $66 | $1,614-95.9% | $2,266-97.1% | $2,203-97.0% |
| Participant deferral / active EE | $1,702 | $2,844-40.1% | $3,560-52.2% | $3,192-46.7% |
| Admin fee / account holder | $642 | $3,958-83.8% | $4,821-86.7% | $4,297-85.1% |