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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 | $20,765 | $95,915-78.4% | $79,580-73.9% | $134,532-84.6% |
| Participation rate | 14.3% | 75.0%-60.8pp | 69.5%-55.2pp | 81.2%-66.9pp |
| Annual return | -23.70% | -2.71%-21.0pp | 0.15%-23.9pp | 418.27%-442.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,257 | $4,693-51.9% | $3,985-43.4% | $6,401-64.7% |
| Admin fee / account holder | $4,472 | $9,132-51.0% | $6,835-34.6% | $11,429-60.9% |