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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 | $28,691 | $90,607-68.3% | $79,467-63.9% | $135,380-78.8% |
| Participation rate | 27.3% | 76.0%-48.8pp | 73.3%-46.1pp | 82.6%-55.4pp |
| Annual return | -26.24% | 977.74%-1004.0pp | 718.30%-744.5pp | 519.81%-546.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,276 | $4,050-19.1% | $3,704-11.5% | $5,609-41.6% |
| Admin fee / account holder | $706 | $5,895-88.0% | $5,104-86.2% | $10,828-93.5% |