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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 | $37,173 | $92,707-59.9% | $82,726-55.1% | $134,493-72.4% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -21.12% | 945.12%-966.2pp | 701.33%-722.5pp | 418.01%-439.1pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,247 | $4,801-32.4% | $4,394-26.1% | $6,400-49.3% |
| Admin fee / account holder | $352 | $5,980-94.1% | $5,328-93.4% | $11,425-96.9% |