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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 | $24,954 | $114,013-78.1% | $103,693-75.9% | $155,188-83.9% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 80.8%-68.3pp |
| Annual return | -90.74% | 49.31%-140.1pp | 47.61%-138.3pp | 148.84%-239.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,938 | $4,970-40.9% | $4,579-35.9% | $6,531-55.0% |
| Admin fee / account holder | $17,702 | $8,407+110.6% | $7,858+125.3% | $14,480+22.3% |