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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 | $27,115 | $100,792-73.1% | $86,691-68.7% | $134,509-79.8% |
| Participation rate | 13.6% | 78.9%-65.3pp | 76.6%-62.9pp | 81.2%-67.6pp |
| Annual return | -20.37% | 29.08%-49.5pp | 35.94%-56.3pp | 418.13%-438.5pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,830 | $5,339-47.0% | $4,656-39.2% | $6,400-55.8% |
| Admin fee / account holder | $7,194 | $10,924-34.1% | $7,492-4.0% | $11,427-37.0% |