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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 | $76,502 | $82,674-7.5% | $125,381-39.0% | $68,486+11.7% |
| Participation rate | 44.4% | 75.1%-30.6pp | 82.4%-37.9pp | 67.9%-23.4pp |
| Annual return | -19.43% | -5.97%-13.5pp | 572.31%-591.7pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,565 | $6,111-41.7% | $7,448-52.1% | $4,028-11.5% |
| Admin fee / account holder | $1,881 | $6,277-70.0% | $10,007-81.2% | $5,404-65.2% |