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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 | $27,465 | $92,743-70.4% | $82,744-66.8% | $134,532-79.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -23.98% | 946.63%-970.6pp | 702.22%-726.2pp | 418.27%-442.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,406 | $4,802+12.6% | $4,395+23.0% | $6,401-15.5% |
| Admin fee / account holder | $5,084 | $5,977-14.9% | $5,325-4.5% | $11,429-55.5% |