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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 | $28,351 | $57,352-50.6% | $83,831-66.2% | $64,173-55.8% |
| Participation rate | 42.4% | 68.6%-26.2pp | 76.1%-33.8pp | 69.6%-27.2pp |
| Annual return | -11.45% | 11.38%-22.8pp | 850.99%-862.4pp | 7.63%-19.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,397 | $2,993-19.9% | $4,082-41.3% | $3,470-30.9% |
| Admin fee / account holder | $465 | $4,046-88.5% | $5,479-91.5% | $4,887-90.5% |