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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 | $39,776 | $100,073-60.3% | $85,126-53.3% | $145,877-72.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | -48.55% | 84.11%-132.7pp | 66.63%-115.2pp | 551.28%-599.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,790 | $5,294-28.4% | $4,523-16.2% | $6,691-43.4% |
| Admin fee / account holder | $13,785 | $7,261+89.8% | $6,160+123.8% | $13,402+2.9% |