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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 | $38,586 | $92,684-58.4% | $82,706-53.3% | $134,509-71.3% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -21.28% | 945.84%-967.1pp | 701.76%-723.0pp | 418.13%-439.4pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,160 | $4,800+7.5% | $4,394+17.4% | $6,400-19.4% |
| Admin fee / account holder | $3,447 | $5,982-42.4% | $5,329-35.3% | $11,427-69.8% |