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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 | $18,654 | $82,678-77.4% | $125,391-85.1% | $68,490-72.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -20.52% | -5.97%-14.6pp | 572.41%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,982 | $6,111-34.8% | $7,448-46.5% | $4,028-1.1% |
| Admin fee / account holder | $330 | $6,277-94.7% | $10,009-96.7% | $5,403-93.9% |