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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 | $63,720 | $106,549-40.2% | $91,225-30.1% | $134,509-52.6% |
| Participation rate | 52.9% | 76.8%-23.9pp | 73.2%-20.3pp | 81.2%-28.3pp |
| Annual return | -22.92% | 160.73%-183.7pp | 114.10%-137.0pp | 418.13%-441.1pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,971 | $4,719-37.0% | $4,234-29.8% | $6,400-53.6% |
| Admin fee / account holder | $834 | $6,234-86.6% | $5,422-84.6% | $11,427-92.7% |