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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 | $36,020 | $171,867-79.0% | $149,721-75.9% | $147,586-75.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | -14.14% | 2113.36%-2127.5pp | 1501.67%-1515.8pp | 578.59%-592.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,167 | $7,270-15.2% | $6,568-6.1% | $5,439+13.4% |
| Admin fee / account holder | $4,649 | $13,799-66.3% | $11,282-58.8% | $10,886-57.3% |