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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 | $45,216 | $138,076-67.3% | $123,553-63.4% | $135,380-66.6% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | -18.47% | 153.70%-172.2pp | 119.21%-137.7pp | 519.81%-538.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,737 | $6,800-59.7% | $6,426-57.4% | $5,609-51.2% |
| Admin fee / account holder | $28,431 | $10,917+160.4% | $9,284+206.2% | $10,828+162.6% |