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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 | $60,430 | $100,805-40.1% | $86,698-30.3% | $134,532-55.1% |
| Participation rate | 20.0% | 79.0%-59.0pp | 76.6%-56.6pp | 81.2%-61.2pp |
| Annual return | -29.48% | 29.09%-58.6pp | 35.95%-65.4pp | 418.27%-447.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,300 | $5,339-38.2% | $4,656-29.1% | $6,401-48.4% |
| Admin fee / account holder | $138,000 | $10,925+1163.1% | $7,493+1741.8% | $11,429+1107.5% |