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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 | $38,877 | $72,177-46.1% | $115,038-66.2% | $59,633-34.8% |
| Participation rate | 68.6% | 72.6%-3.9pp | 81.4%-12.7pp | 68.7%0pp |
| Annual return | -25.73% | 12.02%-37.7pp | 26.14%-51.9pp | 2041.45%-2067.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,847 | $4,783+64.1% | $6,026+30.2% | $3,192+145.9% |
| Admin fee / account holder | $3,335 | $4,927-32.3% | $8,175-59.2% | $4,297-22.4% |