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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 | $20,457 | $160,028-87.2% | $147,080-86.1% | $145,884-86.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -36.60% | 98.60%-135.2pp | 420.17%-456.8pp | 551.85%-588.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,250 | $8,422+33.6% | $8,066+39.5% | $6,690+68.2% |
| Admin fee / account holder | $9,840 | $15,030-34.5% | $12,989-24.2% | $13,392-26.5% |