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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 | $26,577 | $69,012-61.5% | $160,009-83.4% | $68,486-61.2% |
| Participation rate | 41.5% | 65.4%-23.9pp | 78.0%-36.4pp | 67.9%-26.4pp |
| Annual return | -29.28% | -9.65%-19.6pp | 408.85%-438.1pp | -7.85%-21.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,048 | $4,212-27.6% | $6,183-50.7% | $4,028-24.3% |
| Admin fee / account holder | $371 | $4,798-92.3% | $8,715-95.7% | $5,404-93.1% |