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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 | $29,962 | $150,435-80.1% | $120,580-75.2% | $145,897-79.5% |
| Participation rate | 9.1% | 78.8%-69.7pp | 72.0%-62.9pp | 80.3%-71.2pp |
| Annual return | -35.35% | 154.60%-190.0pp | 107.48%-142.8pp | 552.29%-587.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,080 | $6,174-66.3% | $4,995-58.4% | $6,689-68.9% |
| Admin fee / account holder | $13,115 | $12,182+7.7% | $9,418+39.2% | $13,390-2.1% |