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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 | $27,365 | $92,219-70.3% | $76,767-64.4% | $135,380-79.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -9.95% | 5.46%-15.4pp | 2.43%-12.4pp | 519.81%-529.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,315 | $4,508-26.5% | $3,852-13.9% | $5,609-40.9% |
| Admin fee / account holder | $403 | $10,749-96.2% | $6,675-94.0% | $10,828-96.3% |