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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 | $38,998 | $138,075-71.8% | $123,552-68.4% | $135,379-71.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -48.62% | 153.70%-202.3pp | 119.20%-167.8pp | 519.79%-568.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $17,500 | $6,800+157.4% | $6,426+172.3% | $5,609+212.0% |
| Admin fee / account holder | $503 | $10,917-95.4% | $9,285-94.6% | $10,828-95.4% |