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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 | $29,756 | $69,012-56.9% | $160,037-81.4% | $68,490-56.6% |
| Participation rate | 38.9% | 65.4%-26.5pp | 78.0%-39.1pp | 67.9%-29.0pp |
| Annual return | -20.30% | -9.65%-10.6pp | 408.95%-429.3pp | -7.85%-12.4pp |
| Employer contribution / active EE | $4 | $2,212-99.8% | $4,226-99.9% | $2,597-99.8% |
| Participant deferral / active EE | $3,676 | $4,212-12.7% | $6,184-40.6% | $4,028-8.7% |
| Admin fee / account holder | $2,850 | $4,798-40.6% | $8,716-67.3% | $5,403-47.2% |