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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 | $11,326 | $172,111-93.4% | $150,298-92.5% | $137,256-91.7% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | -8.58% | 69.37%-78.0pp | 62.79%-71.4pp | 220.34%-228.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,768 | $6,166-55.1% | $5,453-49.2% | $6,407-56.8% |
| Admin fee / account holder | $2,455 | $16,471-85.1% | $14,116-82.6% | $12,270-80.0% |