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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 | $36,850 | $135,639-72.8% | $110,241-66.6% | $135,382-72.8% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.8%-51.2pp | 82.6%-54.1pp |
| Annual return | -10.85% | 513.21%-524.1pp | 314.75%-325.6pp | 519.77%-530.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,461 | $5,507-55.3% | $4,672-47.3% | $5,609-56.1% |
| Admin fee / account holder | $2,656 | $11,457-76.8% | $8,548-68.9% | $10,829-75.5% |