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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 | $37,170 | $92,684-59.9% | $82,706-55.1% | $134,509-72.4% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | -21.40% | 945.84%-967.2pp | 701.76%-723.2pp | 418.13%-439.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,134 | $4,800-76.4% | $4,394-74.2% | $6,400-82.3% |
| Admin fee / account holder | $2,371 | $5,982-60.4% | $5,329-55.5% | $11,427-79.3% |