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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 | $24,968 | $160,070-84.4% | $147,117-83.0% | $145,897-82.9% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | -3.46% | 98.69%-102.1pp | 420.54%-424.0pp | 552.29%-555.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,547 | $8,419-57.9% | $8,065-56.0% | $6,689-47.0% |
| Admin fee / account holder | $22,986 | $15,035+52.9% | $12,993+76.9% | $13,390+71.7% |