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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 | $26,998 | $135,645-80.1% | $110,243-75.5% | $135,379-80.1% |
| Participation rate | 18.2% | 83.5%-65.3pp | 79.8%-61.6pp | 82.6%-64.5pp |
| Annual return | -11.66% | 513.24%-524.9pp | 314.76%-326.4pp | 519.79%-531.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,323 | $5,507-39.7% | $4,672-28.9% | $5,609-40.7% |
| Admin fee / account holder | $1,536 | $11,458-86.6% | $8,548-82.0% | $10,828-85.8% |