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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 | $20,582 | $92,684-77.8% | $82,706-75.1% | $134,509-84.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -55.33% | 945.84%-1001.2pp | 701.76%-757.1pp | 418.13%-473.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,571 | $4,800-25.6% | $4,394-18.7% | $6,400-44.2% |
| Admin fee / account holder | $9,026 | $5,982+50.9% | $5,329+69.4% | $11,427-21.0% |