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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 | $51,700 | $138,068-62.6% | $125,358-58.8% | $134,493-61.6% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -24.71% | 750.30%-775.0pp | 572.03%-596.7pp | 418.01%-442.7pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $16,386 | $7,799+110.1% | $7,447+120.0% | $6,400+156.0% |
| Admin fee / account holder | $1,527 | $11,568-86.8% | $10,007-84.7% | $11,425-86.6% |