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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 | $27,069 | $160,070-83.1% | $147,117-81.6% | $145,897-81.4% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | -99.03% | 98.69%-197.7pp | 420.54%-519.6pp | 552.29%-651.3pp |
| Employer contribution / active EE | $443 | $5,285-91.6% | $4,932-91.0% | $4,663-90.5% |
| Participant deferral / active EE | $3,833 | $8,419-54.5% | $8,065-52.5% | $6,689-42.7% |
| Admin fee / account holder | $856 | $15,035-94.3% | $12,993-93.4% | $13,390-93.6% |