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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 | $32,511 | $111,830-70.9% | $93,696-65.3% | $145,884-77.7% |
| Participation rate | 10.0% | 74.2%-64.2pp | 68.7%-58.7pp | 80.3%-70.3pp |
| Annual return | -34.11% | 204.08%-238.2pp | 133.74%-167.9pp | 551.85%-586.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,722 | $4,920-65.0% | $4,417-61.0% | $6,690-74.3% |
| Admin fee / account holder | $10,738 | $10,249+4.8% | $8,287+29.6% | $13,392-19.8% |