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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 | $42,820 | $92,684-53.8% | $82,706-48.2% | $134,509-68.2% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -23.32% | 945.84%-969.2pp | 701.76%-725.1pp | 418.13%-441.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,163 | $4,800-13.3% | $4,394-5.3% | $6,400-35.0% |
| Admin fee / account holder | $3,410 | $5,982-43.0% | $5,329-36.0% | $11,427-70.2% |