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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 | $39,570 | $106,008-62.7% | $92,240-57.1% | $147,586-73.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | -17.53% | 50.05%-67.6pp | 176.29%-193.8pp | 578.59%-596.1pp |
| Employer contribution / active EE | $180 | $4,333-95.8% | $3,680-95.1% | $4,876-96.3% |
| Participant deferral / active EE | $4,050 | $4,478-9.6% | $3,897+3.9% | $5,439-25.5% |
| Admin fee / account holder | $11,424 | $6,333+80.4% | $5,194+119.9% | $10,886+4.9% |