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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 | $5,501 | $82,288-93.3% | $68,794-92.0% | $134,509-95.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -39.51% | -2.19%-37.3pp | -6.37%-33.1pp | 418.13%-457.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,406 | $4,738-28.1% | $3,941-13.6% | $6,400-46.8% |
| Admin fee / account holder | $8,688 | $6,482+34.0% | $4,934+76.1% | $11,427-24.0% |