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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 | $14,080 | $97,020-85.5% | $83,327-83.1% | $135,380-89.6% |
| Participation rate | 47.4% | 80.4%-33.0pp | 77.8%-30.4pp | 82.6%-35.3pp |
| Annual return | -18.05% | 12.31%-30.4pp | 10.64%-28.7pp | 519.81%-537.9pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,809 | $5,964-36.1% | $5,565-31.6% | $5,609-32.1% |
| Admin fee / account holder | $558 | $8,426-93.4% | $7,540-92.6% | $10,828-94.8% |