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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 | $20,792 | $82,674-74.9% | $125,381-83.4% | $68,486-69.6% |
| Participation rate | 30.6% | 75.1%-44.4pp | 82.4%-51.8pp | 67.9%-37.3pp |
| Annual return | -23.95% | -5.97%-18.0pp | 572.31%-596.3pp | -7.85%-16.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,659 | $6,111-40.1% | $7,448-50.9% | $4,028-9.1% |
| Admin fee / account holder | $2,635 | $6,277-58.0% | $10,007-73.7% | $5,404-51.2% |