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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 | $23,406 | $166,089-85.9% | $164,928-85.8% | $145,978-84.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | -44.56% | 100.26%-144.8pp | 70.08%-114.6pp | 550.52%-595.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,197 | $6,961-25.3% | $6,034-13.9% | $6,690-22.3% |
| Admin fee / account holder | $10,569 | $16,641-36.5% | $12,684-16.7% | $13,400-21.1% |