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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 | $85,110 | $135,645-37.3% | $110,243-22.8% | $135,380-37.1% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -9.69% | 513.24%-522.9pp | 314.76%-324.4pp | 519.81%-529.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,007 | $5,507-9.1% | $4,672+7.2% | $5,609-10.7% |
| Admin fee / account holder | $2,219 | $11,458-80.6% | $8,548-74.0% | $10,828-79.5% |