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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 | $41,108 | $110,083-62.7% | $151,639-72.9% | $68,486-40.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 87.5%-87.5pp | 67.9%-67.9pp |
| Annual return | -21.81% | -10.12%-11.7pp | 3.34%-25.1pp | -7.85%-14.0pp |
| Employer contribution / active EE | $1,189 | $4,470-73.4% | $6,165-80.7% | $2,597-54.2% |
| Participant deferral / active EE | $4,541 | $6,526-30.4% | $8,363-45.7% | $4,028+12.7% |
| Admin fee / account holder | $7,069 | $7,718-8.4% | $11,613-39.1% | $5,404+30.8% |