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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 | $40,726 | $82,678-50.7% | $125,391-67.5% | $68,490-40.5% |
| Participation rate | 35.5% | 75.1%-39.6pp | 82.4%-46.9pp | 67.9%-32.4pp |
| Annual return | -19.70% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,684 | $6,111-7.0% | $7,448-23.7% | $4,028+41.1% |
| Admin fee / account holder | $1,258 | $6,277-80.0% | $10,009-87.4% | $5,403-76.7% |