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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 | $32,057 | $82,674-61.2% | $125,381-74.4% | $68,486-53.2% |
| Participation rate | 18.2% | 75.1%-56.9pp | 82.4%-64.2pp | 67.9%-49.7pp |
| Annual return | -26.06% | -5.97%-20.1pp | 572.31%-598.4pp | -7.85%-18.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,977 | $6,111-18.6% | $7,448-33.2% | $4,028+23.6% |
| Admin fee / account holder | $4,606 | $6,277-26.6% | $10,007-54.0% | $5,404-14.8% |