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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 | $26,311 | $165,399-84.1% | $149,745-82.4% | $158,982-83.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -61.30% | 348.34%-409.6pp | 276.72%-338.0pp | 302.99%-364.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,667 | $7,183+76.3% | $6,843+85.1% | $5,983+111.7% |
| Admin fee / account holder | $16,253 | $10,811+50.3% | $9,312+74.5% | $11,252+44.4% |