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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 | $25,525 | $97,027-73.7% | $83,323-69.4% | $135,382-81.1% |
| Participation rate | 12.5% | 80.4%-67.9pp | 77.8%-65.3pp | 82.6%-70.1pp |
| Annual return | -10.08% | 12.31%-22.4pp | 10.63%-20.7pp | 519.77%-529.9pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,597 | $5,964-6.2% | $5,565+0.6% | $5,609-0.2% |
| Admin fee / account holder | $4,671 | $8,427-44.6% | $7,539-38.0% | $10,829-56.9% |