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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 | $42,667 | $138,075-69.1% | $123,552-65.5% | $135,379-68.5% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -11.27% | 153.70%-165.0pp | 119.20%-130.5pp | 519.79%-531.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,658 | $6,800-2.1% | $6,426+3.6% | $5,609+18.7% |
| Admin fee / account holder | $4,374 | $10,917-59.9% | $9,285-52.9% | $10,828-59.6% |