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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 | $150,346-80.1% | $120,524-75.1% | $145,877-79.5% |
| Participation rate | 9.1% | 78.8%-69.7pp | 71.9%-62.8pp | 80.3%-71.2pp |
| Annual return | -35.35% | 154.40%-189.8pp | 107.36%-142.7pp | 551.28%-586.6pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,080 | $6,172-66.3% | $4,994-58.3% | $6,691-68.9% |
| Admin fee / account holder | $13,115 | $12,215+7.4% | $9,440+38.9% | $13,402-2.1% |