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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 | $18,128 | $75,962-76.1% | $154,111-88.2% | $64,173-71.8% |
| Participation rate | 26.1% | 70.4%-44.3pp | 83.0%-56.9pp | 69.6%-43.4pp |
| Annual return | -16.41% | 30.32%-46.7pp | 735.18%-751.6pp | 7.63%-24.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,467 | $3,175-53.8% | $5,081-71.1% | $3,470-57.7% |
| Admin fee / account holder | $2,337 | $5,589-58.2% | $13,411-82.6% | $4,887-52.2% |