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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 | $28,152 | $72,071-60.9% | $68,368-58.8% | $137,256-79.5% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | -51.57% | 353.14%-404.7pp | 292.57%-344.1pp | 220.34%-271.9pp |
| Employer contribution / active EE | $212 | $2,788-92.4% | $2,649-92.0% | $4,156-94.9% |
| Participant deferral / active EE | $3,602 | $4,410-18.3% | $4,123-12.6% | $6,407-43.8% |
| Admin fee / account holder | $13,854 | $5,336+159.7% | $5,150+169.0% | $12,270+12.9% |