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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 | $9,975 | $90,530-89.0% | $76,030-86.9% | $145,897-93.2% |
| Participation rate | 41.7% | 74.4%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | -16.97% | 625.08%-642.1pp | 361.54%-378.5pp | 552.29%-569.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,997 | $5,164-61.3% | $4,257-53.1% | $6,689-70.2% |
| Admin fee / account holder | $1,806 | $8,383-78.5% | $6,421-71.9% | $13,390-86.5% |