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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 | $38,099 | $138,075-72.4% | $123,552-69.2% | $135,379-71.9% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -27.58% | 153.70%-181.3pp | 119.20%-146.8pp | 519.79%-547.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,951 | $6,800-12.5% | $6,426-7.4% | $5,609+6.1% |
| Admin fee / account holder | $8,818 | $10,917-19.2% | $9,285-5.0% | $10,828-18.6% |