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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 | $40,676 | $92,743-56.1% | $82,744-50.8% | $134,532-69.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -35.30% | 946.63%-981.9pp | 702.22%-737.5pp | 418.27%-453.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,148 | $4,802+7.2% | $4,395+17.1% | $6,401-19.6% |
| Admin fee / account holder | $7,793 | $5,977+30.4% | $5,325+46.3% | $11,429-31.8% |