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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 | $33,223 | $142,392-76.7% | $119,622-72.2% | $134,532-75.3% |
| Participation rate | 21.4% | 82.8%-61.4pp | 79.3%-57.8pp | 81.2%-59.8pp |
| Annual return | -22.02% | -12.46%-9.6pp | -14.98%-7.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,803 | $6,467-41.2% | $5,601-32.1% | $6,401-40.6% |
| Admin fee / account holder | $350 | $13,593-97.4% | $10,328-96.6% | $11,429-96.9% |