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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 | $44,901 | $67,396-33.4% | $60,919-26.3% | $134,545-66.6% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.1%-54.9pp | 81.2%-63.1pp |
| Annual return | -26.08% | 50.12%-76.2pp | 16.96%-43.0pp | 418.37%-444.5pp |
| Employer contribution / active EE | -$33 | $3,101-101.1% | $2,704-101.2% | $4,742-100.7% |
| Participant deferral / active EE | $1,164 | $4,534-74.3% | $3,814-69.5% | $6,401-81.8% |
| Admin fee / account holder | $866 | $4,590-81.1% | $3,228-73.2% | $11,431-92.4% |