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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 | $68,129 | $95,975-29.0% | $74,549-8.6% | $135,379-49.7% |
| Participation rate | 19.0% | 75.7%-56.6pp | 69.1%-50.1pp | 82.6%-63.6pp |
| Annual return | -10.89% | 56.96%-67.9pp | 32.53%-43.4pp | 519.79%-530.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,918 | $3,844-50.1% | $3,108-38.3% | $5,609-65.8% |
| Admin fee / account holder | $12,063 | $6,522+85.0% | $5,059+138.4% | $10,828+11.4% |