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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 | $41,859 | $54,355-23.0% | $82,744-49.4% | $68,486-38.9% |
| Participation rate | 28.8% | 63.9%-35.1pp | 72.6%-43.7pp | 67.9%-39.1pp |
| Annual return | -20.90% | -13.67%-7.2pp | 702.22%-723.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,562 | $3,246+71.3% | $4,395+26.6% | $4,028+38.1% |
| Admin fee / account holder | $9,822 | $4,397+123.4% | $5,325+84.5% | $5,404+81.8% |