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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 | $40,064 | $92,743-56.8% | $82,744-51.6% | $134,532-70.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -25.79% | 946.63%-972.4pp | 702.22%-728.0pp | 418.27%-444.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,349 | $4,802+11.4% | $4,395+21.7% | $6,401-16.4% |
| Admin fee / account holder | $7,323 | $5,977+22.5% | $5,325+37.5% | $11,429-35.9% |