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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 | $65,401 | $82,674-20.9% | $125,363-47.8% | $68,495-4.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -20.60% | -5.97%-14.6pp | 572.15%-592.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,605 | $6,111-57.4% | $7,447-65.0% | $4,028-35.3% |
| Admin fee / account holder | $3,872 | $6,276-38.3% | $10,005-61.3% | $5,403-28.3% |