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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 | $33,381 | $100,811-66.9% | $86,698-61.5% | $134,545-75.2% |
| Participation rate | 34.8% | 79.0%-44.2pp | 76.6%-41.8pp | 81.2%-46.5pp |
| Annual return | -21.63% | 29.11%-50.7pp | 35.96%-57.6pp | 418.37%-440.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,168 | $5,339-59.4% | $4,656-53.4% | $6,401-66.1% |
| Admin fee / account holder | $961 | $10,926-91.2% | $7,492-87.2% | $11,431-91.6% |