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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 | $41,857 | $176,105-76.2% | $159,474-73.8% | $167,536-75.0% |
| Participation rate | 16.7% | 85.0%-68.3pp | 82.8%-66.2pp | 82.1%-65.4pp |
| Annual return | -38.47% | 331.91%-370.4pp | 263.68%-302.2pp | 478.82%-517.3pp |
| Employer contribution / active EE | $171 | $5,299-96.8% | $4,831-96.5% | $4,839-96.5% |
| Participant deferral / active EE | $4,256 | $7,751-45.1% | $7,353-42.1% | $6,342-32.9% |
| Admin fee / account holder | $22,476 | $12,559+79.0% | $10,802+108.1% | $12,315+82.5% |