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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 | $34,077 | $138,075-75.3% | $123,552-72.4% | $135,379-74.8% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -50.64% | 153.70%-204.3pp | 119.20%-169.8pp | 519.79%-570.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,083 | $6,800-54.7% | $6,426-52.0% | $5,609-45.0% |
| Admin fee / account holder | $13,709 | $10,917+25.6% | $9,285+47.7% | $10,828+26.6% |