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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 | $43,062 | $135,645-68.3% | $110,243-60.9% | $135,380-68.2% |
| Participation rate | 27.8% | 83.5%-55.7pp | 79.8%-52.0pp | 82.6%-54.9pp |
| Annual return | -10.58% | 513.24%-523.8pp | 314.76%-325.3pp | 519.81%-530.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,093 | $5,507-43.8% | $4,672-33.8% | $5,609-44.9% |
| Admin fee / account holder | $32,486 | $11,458+183.5% | $8,548+280.1% | $10,828+200.0% |