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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 | $64,433 | $100,938-36.2% | $90,461-28.8% | $158,982-59.5% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.7%-61.6pp | 82.0%-70.9pp |
| Annual return | -27.63% | 1727.20%-1754.8pp | 1294.76%-1322.4pp | 302.99%-330.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,889 | $4,350-33.6% | $3,964-27.1% | $5,983-51.7% |
| Admin fee / account holder | $23,298 | $6,510+257.9% | $5,617+314.8% | $11,252+107.1% |