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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 | $46,052 | $138,078-66.6% | $125,363-63.3% | $134,509-65.8% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -27.85% | 750.49%-778.3pp | 572.15%-600.0pp | 418.13%-446.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,855 | $7,800-24.9% | $7,447-21.4% | $6,400-8.5% |
| Admin fee / account holder | $3,241 | $11,566-72.0% | $10,005-67.6% | $11,427-71.6% |