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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 | $20,769 | $75,962-72.7% | $154,108-86.5% | $64,173-67.6% |
| Participation rate | 59.4% | 70.4%-11.0pp | 83.0%-23.6pp | 69.6%-10.1pp |
| Annual return | -12.38% | 30.32%-42.7pp | 735.21%-747.6pp | 7.63%-20.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,986 | $3,175+120.1% | $5,081+37.5% | $3,470+101.3% |
| Admin fee / account holder | $4,580 | $5,589-18.1% | $13,411-65.9% | $4,887-6.3% |