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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 | $31,780 | $138,076-77.0% | $123,553-74.3% | $135,380-76.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -14.83% | 153.70%-168.5pp | 119.21%-134.0pp | 519.81%-534.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,792 | $6,800-44.2% | $6,426-41.0% | $5,609-32.4% |
| Admin fee / account holder | $5,266 | $10,917-51.8% | $9,284-43.3% | $10,828-51.4% |