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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 | $22,165 | $183,516-87.9% | $155,534-85.7% | $145,884-84.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | -9.98% | 61.43%-71.4pp | 64.92%-74.9pp | 551.85%-561.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,539 | $6,467-60.7% | $5,630-54.9% | $6,690-62.0% |
| Admin fee / account holder | $5,517 | $19,293-71.4% | $15,900-65.3% | $13,392-58.8% |