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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 | $39,468 | $82,678-52.3% | $125,391-68.5% | $68,490-42.4% |
| Participation rate | 32.0% | 75.1%-43.1pp | 82.4%-50.4pp | 67.9%-35.9pp |
| Annual return | -19.94% | -5.97%-14.0pp | 572.41%-592.4pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,302 | $6,111-29.6% | $7,448-42.2% | $4,028+6.8% |
| Admin fee / account holder | $5,634 | $6,277-10.2% | $10,009-43.7% | $5,403+4.3% |