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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 | $16,400 | $90,691-81.9% | $76,119-78.5% | $145,884-88.8% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.1%-27.9pp | 80.3%-39.1pp |
| Annual return | -9.07% | 624.52%-633.6pp | 361.25%-370.3pp | 551.85%-560.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,625 | $5,167-68.6% | $4,259-61.9% | $6,690-75.7% |
| Admin fee / account holder | $3,979 | $8,383-52.5% | $6,421-38.0% | $13,392-70.3% |