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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 | $55,075 | $82,678-33.4% | $125,391-56.1% | $68,490-19.6% |
| Participation rate | 64.6% | 75.1%-10.5pp | 82.4%-17.8pp | 67.9%-3.3pp |
| Annual return | -23.76% | -5.97%-17.8pp | 572.41%-596.2pp | -7.85%-15.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,556 | $6,111+72.7% | $7,448+41.7% | $4,028+162.1% |
| Admin fee / account holder | $5,124 | $6,277-18.4% | $10,009-48.8% | $5,403-5.2% |