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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 | $19,860 | $142,409-86.1% | $119,634-83.4% | $134,545-85.2% |
| Participation rate | 35.7% | 82.8%-47.1pp | 79.3%-43.6pp | 81.2%-45.5pp |
| Annual return | -43.50% | -12.46%-31.0pp | -14.98%-28.5pp | 418.37%-461.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,658 | $6,468-28.0% | $5,601-16.8% | $6,401-27.2% |
| Admin fee / account holder | $2,689 | $13,594-80.2% | $10,329-74.0% | $11,431-76.5% |