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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 | $28,846 | $105,861-72.8% | $90,756-68.2% | $134,509-78.6% |
| Participation rate | 20.0% | 78.2%-58.2pp | 75.7%-55.7pp | 81.2%-61.2pp |
| Annual return | -90.84% | -10.99%-79.8pp | -12.16%-78.7pp | 418.13%-509.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,400 | $5,217+3.5% | $4,565+18.3% | $6,400-15.6% |
| Admin fee / account holder | $21,340 | $13,938+53.1% | $8,445+152.7% | $11,427+86.8% |