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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 | $28,404 | $73,978-61.6% | $96,515-70.6% | $75,173-62.2% |
| Participation rate | 11.1% | 66.4%-55.3pp | 74.3%-63.2pp | 67.2%-56.1pp |
| Annual return | -24.22% | 26.72%-50.9pp | 35.73%-59.9pp | 160.72%-184.9pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,552 | $3,660-57.6% | $4,880-68.2% | $4,126-62.4% |
| Admin fee / account holder | $9,219 | $5,219+76.7% | $6,735+36.9% | $5,651+63.2% |