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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 | $42,618 | $54,357-21.6% | $82,706-48.5% | $68,495-37.8% |
| Participation rate | 58.1% | 63.9%-5.9pp | 72.6%-14.5pp | 67.9%-9.8pp |
| Annual return | -19.85% | -13.67%-6.2pp | 701.76%-721.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,905 | $3,246+51.1% | $4,394+11.6% | $4,028+21.8% |
| Admin fee / account holder | $3,768 | $4,396-14.3% | $5,329-29.3% | $5,403-30.3% |