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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 | $30,099 | $91,536-67.1% | $130,062-76.9% | $75,177-60.0% |
| Participation rate | 58.3% | 71.5%-13.1pp | 78.5%-20.2pp | 67.2%-8.9pp |
| Annual return | 6.01% | -631.62%+637.6pp | -137.37%+143.4pp | 160.75%-154.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,975 | $4,343-54.5% | $5,821-66.1% | $4,126-52.1% |
| Admin fee / account holder | $4,892 | $6,780-27.8% | $10,601-53.9% | $5,651-13.4% |