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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 | $35,588 | $82,678-57.0% | $125,391-71.6% | $68,490-48.0% |
| Participation rate | 24.0% | 75.1%-51.1pp | 82.4%-58.4pp | 67.9%-43.9pp |
| Annual return | -23.83% | -5.97%-17.9pp | 572.41%-596.2pp | -7.85%-16.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,342 | $6,111-45.3% | $7,448-55.1% | $4,028-17.0% |
| Admin fee / account holder | $1,712 | $6,277-72.7% | $10,009-82.9% | $5,403-68.3% |