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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 | $26,386 | $112,933-76.6% | $90,970-71.0% | $158,982-83.4% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | -0.19% | 215.82%-216.0pp | 134.60%-134.8pp | 302.99%-303.2pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,836 | $4,128-31.3% | $3,373-15.9% | $5,983-52.6% |
| Admin fee / account holder | $44,431 | $8,047+452.2% | $5,961+645.4% | $11,252+294.9% |