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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 | $42,939 | $95,975-55.3% | $74,549-42.4% | $135,379-68.3% |
| Participation rate | 18.2% | 75.7%-57.5pp | 69.1%-51.0pp | 82.6%-64.5pp |
| Annual return | -9.38% | 56.96%-66.3pp | 32.53%-41.9pp | 519.79%-529.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,818 | $3,844-52.7% | $3,108-41.5% | $5,609-67.6% |
| Admin fee / account holder | $746 | $6,522-88.6% | $5,059-85.3% | $10,828-93.1% |