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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 | $23,182 | $125,237-81.5% | $105,608-78.0% | $145,877-84.1% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | -21.63% | 225.76%-247.4pp | 116.50%-138.1pp | 551.28%-572.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,100 | $5,711+6.8% | $5,010+21.8% | $6,691-8.8% |
| Admin fee / account holder | $6,442 | $17,287-62.7% | $11,028-41.6% | $13,402-51.9% |