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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 | $8,165 | $92,684-91.2% | $82,706-90.1% | $134,509-93.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -32.64% | 945.84%-978.5pp | 701.76%-734.4pp | 418.13%-450.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,169 | $4,800-54.8% | $4,394-50.6% | $6,400-66.1% |
| Admin fee / account holder | $834 | $5,982-86.1% | $5,329-84.3% | $11,427-92.7% |