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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 | $40,041 | $138,114-71.0% | $125,391-68.1% | $134,545-70.2% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -20.70% | 750.88%-771.6pp | 572.41%-593.1pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,650 | $7,801+23.7% | $7,448+29.6% | $6,401+50.8% |
| Admin fee / account holder | $7,112 | $11,570-38.5% | $10,009-28.9% | $11,431-37.8% |