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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 | $41,918 | $90,606-53.7% | $79,466-47.3% | $135,379-69.0% |
| Participation rate | 16.7% | 76.0%-59.4pp | 73.3%-56.7pp | 82.6%-66.0pp |
| Annual return | -18.87% | 977.69%-996.6pp | 718.28%-737.2pp | 519.79%-538.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,398 | $4,050-65.5% | $3,704-62.2% | $5,609-75.1% |
| Admin fee / account holder | $7,527 | $5,895+27.7% | $5,104+47.5% | $10,828-30.5% |