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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 | $21,053 | $90,607-76.8% | $79,467-73.5% | $135,380-84.4% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -21.14% | 977.74%-998.9pp | 718.30%-739.4pp | 519.81%-540.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $668 | $4,050-83.5% | $3,704-82.0% | $5,609-88.1% |
| Admin fee / account holder | $2,333 | $5,895-60.4% | $5,104-54.3% | $10,828-78.5% |