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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 | $29,484 | $95,979-69.3% | $74,551-60.5% | $135,380-78.2% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -9.39% | 56.97%-66.4pp | 32.53%-41.9pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,892 | $3,844-24.8% | $3,108-7.0% | $5,609-48.4% |
| Admin fee / account holder | $374 | $6,522-94.3% | $5,059-92.6% | $10,828-96.5% |