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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 | $36,024 | $88,815-59.4% | $81,882-56.0% | $145,897-75.3% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | -1102.75% | 1033.75%-2136.5pp | 779.47%-1882.2pp | 552.29%-1655.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,302 | $4,647+14.1% | $4,323+22.7% | $6,689-20.7% |
| Admin fee / account holder | $3,248 | $8,434-61.5% | $7,360-55.9% | $13,390-75.7% |