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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 | $19,414 | $54,355-64.3% | $82,744-76.5% | $68,486-71.7% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -23.75% | -13.67%-10.1pp | 702.22%-726.0pp | -7.85%-15.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,963 | $3,246+22.1% | $4,395-9.8% | $4,028-1.6% |
| Admin fee / account holder | $2,275 | $4,397-48.2% | $5,325-57.3% | $5,404-57.9% |