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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 | $19,389 | $99,668-80.5% | $86,451-77.6% | $134,545-85.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -24.66% | 6789.61%-6814.3pp | 4398.51%-4423.2pp | 418.37%-443.0pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,249 | $7,249-55.2% | $6,953-53.3% | $6,401-49.2% |
| Admin fee / account holder | $445 | $8,377-94.7% | $6,734-93.4% | $11,431-96.1% |