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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 | $16,415 | $92,743-82.3% | $82,744-80.2% | $134,532-87.8% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.0pp | 81.2%-19.7pp |
| Annual return | -28.67% | 946.63%-975.3pp | 702.22%-730.9pp | 418.27%-446.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,199 | $4,802+29.1% | $4,395+41.1% | $6,401-3.1% |
| Admin fee / account holder | $1,346 | $5,977-77.5% | $5,325-74.7% | $11,429-88.2% |