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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 | $35,449 | $102,595-65.4% | $94,057-62.3% | $154,746-77.1% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | -65.85% | 583.42%-649.3pp | 480.62%-546.5pp | 172.34%-238.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,070 | $5,118-20.5% | $4,709-13.6% | $6,730-39.5% |
| Admin fee / account holder | $25,457 | $7,736+229.1% | $7,244+251.4% | $14,365+77.2% |