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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 | $24,167 | $49,177-50.9% | $79,467-69.6% | $64,173-62.3% |
| Participation rate | 51.4% | 65.0%-13.7pp | 73.3%-22.0pp | 69.6%-18.2pp |
| Annual return | -8.13% | -1.16%-7.0pp | 718.30%-726.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,994 | $2,821-29.3% | $3,704-46.2% | $3,470-42.5% |
| Admin fee / account holder | $1,318 | $3,839-65.7% | $5,104-74.2% | $4,887-73.0% |