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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 | $53,309 | $190,916-72.1% | $160,037-66.7% | $134,545-60.4% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.0%-61.3pp | 81.2%-64.6pp |
| Annual return | -20.70% | 552.79%-573.5pp | 408.95%-429.7pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,496 | $6,925-78.4% | $6,184-75.8% | $6,401-76.6% |
| Admin fee / account holder | $464 | $10,497-95.6% | $8,716-94.7% | $11,431-95.9% |