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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 | $25,348 | $127,386-80.1% | $115,037-78.0% | $125,388-79.8% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -46.61% | 31.28%-77.9pp | 26.14%-72.8pp | 282.24%-328.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,101 | $6,423-67.3% | $6,026-65.1% | $5,352-60.7% |
| Admin fee / account holder | $15,684 | $9,516+64.8% | $8,175+91.8% | $9,541+64.4% |