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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 | $111,535-60.7% | $105,223-58.4% | $137,256-68.1% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | -45.58% | 237.85%-283.4pp | 180.65%-226.2pp | 220.34%-265.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,363 | $5,500-38.9% | $5,072-33.7% | $6,407-47.5% |
| Admin fee / account holder | $25,717 | $9,721+164.5% | $8,859+190.3% | $12,270+109.6% |