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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 | $67,895 | $152,591-55.5% | $117,529-42.2% | $134,545-49.5% |
| Participation rate | 47.6% | 77.1%-29.5pp | 70.6%-23.0pp | 81.2%-33.6pp |
| Annual return | -20.83% | 53.04%-73.9pp | 29.77%-50.6pp | 418.37%-439.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,918 | $4,821-18.7% | $4,072-3.8% | $6,401-38.8% |
| Admin fee / account holder | $28,556 | $7,004+307.7% | $5,645+405.8% | $11,431+149.8% |