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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 | $27,505 | $56,197-51.1% | $67,652-59.3% | $59,633-53.9% |
| Participation rate | 57.1% | 71.5%-14.3pp | 75.7%-18.5pp | 68.7%-11.5pp |
| Annual return | -2.80% | 18508.10%-18510.9pp | 6625.40%-6628.2pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,314 | $2,844-53.8% | $3,560-63.1% | $3,192-58.8% |
| Admin fee / account holder | $4,140 | $3,958+4.6% | $4,821-14.1% | $4,297-3.6% |