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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 | $20,827 | $97,020-78.5% | $83,322-75.0% | $135,379-84.6% |
| Participation rate | 47.8% | 80.4%-32.6pp | 77.8%-29.9pp | 82.6%-34.8pp |
| Annual return | -10.67% | 12.31%-23.0pp | 10.64%-21.3pp | 519.79%-530.5pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,903 | $5,964-68.1% | $5,565-65.8% | $5,609-66.1% |
| Admin fee / account holder | $1,169 | $8,426-86.1% | $7,540-84.5% | $10,828-89.2% |