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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 | $43,818 | $171,492-74.4% | $150,734-70.9% | $198,609-77.9% |
| Participation rate | 16.7% | 81.4%-64.7pp | 78.4%-61.8pp | 82.4%-65.7pp |
| Annual return | -45.58% | 804.70%-850.3pp | 600.81%-646.4pp | 202.70%-248.3pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,363 | $6,259-46.3% | $5,610-40.1% | $6,977-51.8% |
| Admin fee / account holder | $25,717 | $17,628+45.9% | $14,905+72.5% | $19,030+35.1% |