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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 | $29,375 | $82,674-64.5% | $125,381-76.6% | $68,486-57.1% |
| Participation rate | 42.1% | 75.1%-32.9pp | 82.4%-40.3pp | 67.9%-25.8pp |
| Annual return | -22.83% | -5.97%-16.9pp | 572.31%-595.1pp | -7.85%-15.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,625 | $6,111-40.7% | $7,448-51.3% | $4,028-10.0% |
| Admin fee / account holder | $13,804 | $6,277+119.9% | $10,007+37.9% | $5,404+155.4% |