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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 | $26,036 | $82,678-68.5% | $125,391-79.2% | $68,490-62.0% |
| Participation rate | 42.9% | 75.1%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -19.61% | -5.97%-13.6pp | 572.41%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,696 | $6,111-6.8% | $7,448-23.5% | $4,028+41.4% |
| Admin fee / account holder | $3,040 | $6,277-51.6% | $10,009-69.6% | $5,403-43.7% |