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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 | $22,401 | $75,962-70.5% | $154,108-85.5% | $64,173-65.1% |
| Participation rate | 62.2% | 70.4%-8.2pp | 83.0%-20.8pp | 69.6%-7.3pp |
| Annual return | -8.82% | 30.32%-39.1pp | 735.21%-744.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,555 | $3,175-19.5% | $5,081-49.7% | $3,470-26.4% |
| Admin fee / account holder | $1,299 | $5,589-76.8% | $13,411-90.3% | $4,887-73.4% |