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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 | $42,287 | $82,674-48.9% | $125,363-66.3% | $68,495-38.3% |
| Participation rate | 24.4% | 75.0%-50.6pp | 82.4%-58.0pp | 67.9%-43.5pp |
| Annual return | -20.32% | -5.97%-14.3pp | 572.15%-592.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,783 | $6,111-54.5% | $7,447-62.6% | $4,028-30.9% |
| Admin fee / account holder | $2,667 | $6,276-57.5% | $10,005-73.3% | $5,403-50.6% |