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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 | $33,775 | $92,743-63.6% | $82,744-59.2% | $134,532-74.9% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.1pp | 81.2%-42.8pp |
| Annual return | -21.29% | 946.63%-967.9pp | 702.22%-723.5pp | 418.27%-439.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,690 | $4,802-64.8% | $4,395-61.5% | $6,401-73.6% |
| Admin fee / account holder | $353 | $5,977-94.1% | $5,325-93.4% | $11,429-96.9% |