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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 | $11,192 | $88,603-87.4% | $69,890-84.0% | $134,545-91.7% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -25.70% | 442.93%-468.6pp | 190.84%-216.5pp | 418.37%-444.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,036 | $4,771+5.6% | $3,848+30.9% | $6,401-21.3% |
| Admin fee / account holder | $497 | $10,443-95.2% | $6,267-92.1% | $11,431-95.7% |