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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 | $21,051 | $54,355-61.3% | $82,744-74.6% | $68,486-69.3% |
| Participation rate | 29.3% | 63.9%-34.7pp | 72.6%-43.3pp | 67.9%-38.6pp |
| Annual return | -20.85% | -13.67%-7.2pp | 702.22%-723.1pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,371 | $3,246+3.8% | $4,395-23.3% | $4,028-16.3% |
| Admin fee / account holder | $9,879 | $4,397+124.7% | $5,325+85.5% | $5,404+82.8% |