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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 | $66,344 | $138,114-52.0% | $125,391-47.1% | $134,545-50.7% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -28.14% | 750.88%-779.0pp | 572.41%-600.5pp | 418.37%-446.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,606 | $7,801-53.8% | $7,448-51.6% | $6,401-43.7% |
| Admin fee / account holder | $18,003 | $11,570+55.6% | $10,009+79.9% | $11,431+57.5% |