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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 | $27,534 | $90,617-69.6% | $79,476-65.4% | $135,382-79.7% |
| Participation rate | 18.2% | 76.1%-57.9pp | 73.3%-55.2pp | 82.6%-64.5pp |
| Annual return | -31.35% | 977.57%-1008.9pp | 718.21%-749.6pp | 519.77%-551.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,917 | $4,050-52.7% | $3,704-48.3% | $5,609-65.8% |
| Admin fee / account holder | $5,748 | $5,907-2.7% | $5,113+12.4% | $10,829-46.9% |