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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 | $71,164 | $92,684-23.2% | $82,706-14.0% | $134,509-47.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -25.46% | 945.84%-971.3pp | 701.76%-727.2pp | 418.13%-443.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,762 | $4,800-63.3% | $4,394-59.9% | $6,400-72.5% |
| Admin fee / account holder | $9,543 | $5,982+59.5% | $5,329+79.1% | $11,427-16.5% |