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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 | $50,583 | $167,362-69.8% | $143,799-64.8% | $134,532-62.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -48.36% | 0.47%-48.8pp | -0.04%-48.3pp | 418.27%-466.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,824 | $6,447-9.7% | $5,638+3.3% | $6,401-9.0% |
| Admin fee / account holder | $860 | $18,094-95.2% | $14,677-94.1% | $11,429-92.5% |