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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 | $50,186 | $54,357-7.7% | $82,706-39.3% | $68,495-26.7% |
| Participation rate | 20.0% | 63.9%-43.9pp | 72.6%-52.6pp | 67.9%-47.9pp |
| Annual return | -24.26% | -13.67%-10.6pp | 701.76%-726.0pp | -7.84%-16.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,005 | $3,246-69.0% | $4,394-77.1% | $4,028-75.0% |
| Admin fee / account holder | $709 | $4,396-83.9% | $5,329-86.7% | $5,403-86.9% |