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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 | $32,277 | $95,917-66.3% | $79,583-59.4% | $134,545-76.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -41.81% | -2.70%-39.1pp | 0.16%-42.0pp | 418.37%-460.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,409 | $4,694+164.4% | $3,986+211.3% | $6,401+93.9% |
| Admin fee / account holder | $4,770 | $9,132-47.8% | $6,835-30.2% | $11,431-58.3% |