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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 | $57,825 | $60,119-3.8% | $90,414-36.0% | $79,860-27.6% |
| Participation rate | 53.1% | 65.0%-11.9pp | 72.7%-19.6pp | 69.6%-16.5pp |
| Annual return | -9.41% | 71.94%-81.3pp | 1293.19%-1302.6pp | 31.72%-41.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,087 | $2,938+39.1% | $3,963+3.1% | $3,740+9.3% |
| Admin fee / account holder | $17,679 | $3,976+344.6% | $5,611+215.1% | $5,306+233.2% |