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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 | $48,381 | $88,815-45.5% | $81,882-40.9% | $145,897-66.8% |
| Participation rate | 6.3% | 75.1%-68.8pp | 72.4%-66.1pp | 80.3%-74.1pp |
| Annual return | -55.84% | 1033.75%-1089.6pp | 779.47%-835.3pp | 552.29%-608.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,438 | $4,647-69.1% | $4,323-66.7% | $6,689-78.5% |
| Admin fee / account holder | $49,632 | $8,434+488.4% | $7,360+574.4% | $13,390+270.7% |