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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 | $33,868 | $138,076-75.5% | $123,553-72.6% | $135,380-75.0% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -12.73% | 153.70%-166.4pp | 119.21%-131.9pp | 519.81%-532.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,667 | $6,800-46.1% | $6,426-42.9% | $5,609-34.6% |
| Admin fee / account holder | $2,456 | $10,917-77.5% | $9,284-73.5% | $10,828-77.3% |