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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 | $52,065 | $106,280-51.0% | $96,538-46.1% | $139,487-62.7% |
| Participation rate | 18.8% | 77.8%-59.1pp | 74.3%-55.6pp | 80.3%-61.6pp |
| Annual return | -62.68% | 38.48%-101.2pp | 35.74%-98.4pp | 373.84%-436.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,263 | $5,457-58.5% | $4,880-53.6% | $6,713-66.3% |
| Admin fee / account holder | $2,471 | $7,888-68.7% | $6,737-63.3% | $11,407-78.3% |