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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 | $84,211 | $78,690+7.0% | $161,489-47.9% | $87,485-3.7% |
| Participation rate | 17.6% | 67.5%-49.8pp | 78.7%-61.0pp | 68.9%-51.3pp |
| Annual return | -7.39% | 32.74%-40.1pp | 89.72%-97.1pp | 26.06%-33.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,218 | $3,311-63.2% | $5,630-78.4% | $4,274-71.5% |
| Admin fee / account holder | $712 | $6,724-89.4% | $16,006-95.5% | $7,775-90.8% |