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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 | $15,747 | $99,011-84.1% | $86,582-81.8% | $147,586-89.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | -21.65% | 1312.75%-1334.4pp | 965.08%-986.7pp | 578.59%-600.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,868 | $3,972-2.6% | $3,609+7.2% | $5,439-28.9% |
| Admin fee / account holder | $3,457 | $5,709-39.4% | $4,904-29.5% | $10,886-68.2% |