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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 | $24,668 | $82,678-70.2% | $125,391-80.3% | $68,490-64.0% |
| Participation rate | 25.5% | 75.1%-49.5pp | 82.4%-56.9pp | 67.9%-42.4pp |
| Annual return | -20.34% | -5.97%-14.4pp | 572.41%-592.8pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,854 | $6,111-36.9% | $7,448-48.3% | $4,028-4.3% |
| Admin fee / account holder | $819 | $6,277-87.0% | $10,009-91.8% | $5,403-84.8% |