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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 | $54,425 | $160,059-66.0% | $140,019-61.1% | $135,379-59.8% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -10.73% | 911.44%-922.2pp | 651.15%-661.9pp | 519.79%-530.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,119 | $7,641-59.2% | $6,927-55.0% | $5,609-44.4% |
| Admin fee / account holder | $2,230 | $13,328-83.3% | $10,705-79.2% | $10,828-79.4% |