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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 | $19,694 | $85,790-77.0% | $67,313-70.7% | $135,379-85.5% |
| Participation rate | 16.7% | 76.5%-59.8pp | 69.1%-52.4pp | 82.6%-66.0pp |
| Annual return | -16.66% | -0.54%-16.1pp | -4.08%-12.6pp | 519.79%-536.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,588 | $4,651-65.9% | $3,568-55.5% | $5,609-71.7% |
| Admin fee / account holder | $540 | $6,392-91.6% | $4,507-88.0% | $10,828-95.0% |