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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 | $55,619 | $202,463-72.5% | $169,397-67.2% | $139,487-60.1% |
| Participation rate | 34.8% | 81.1%-46.3pp | 77.2%-42.4pp | 80.3%-45.6pp |
| Annual return | -78.70% | 532.64%-611.3pp | 406.23%-484.9pp | 373.84%-452.5pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,513 | $6,941-63.8% | $6,223-59.6% | $6,713-62.6% |
| Admin fee / account holder | $5,630 | $10,726-47.5% | $9,017-37.6% | $11,407-50.6% |