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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 | $25,027 | $50,199-50.1% | $69,884-64.2% | $66,938-62.6% |
| Participation rate | 32.5% | 66.3%-33.8pp | 70.5%-38.0pp | 69.8%-37.3pp |
| Annual return | -19.24% | -13.85%-5.4pp | 190.81%-210.1pp | 1.58%-20.8pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,560-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,683 | $3,112-45.9% | $3,848-56.3% | $4,238-60.3% |
| Admin fee / account holder | $3,643 | $600+507.4% | $6,266-41.9% | $594+513.8% |