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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 | $25,726 | $90,486-71.6% | $78,676-67.3% | $273,972-90.6% |
| Participation rate | 35.7% | 76.5%-40.8pp | 73.6%-37.9pp | 83.0%-47.3pp |
| Annual return | -16.49% | 75.62%-92.1pp | 62.19%-78.7pp | 41.46%-57.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,572 | $3,901-8.4% | $3,517+1.6% | $5,287-32.4% |
| Admin fee / account holder | $3,154 | $5,263-40.1% | $4,510-30.1% | $10,133-68.9% |