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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 | $30,746 | $152,394-79.8% | $124,067-75.2% | $155,188-80.2% |
| Participation rate | 20.0% | 68.8%-48.8pp | 66.9%-46.9pp | 80.8%-60.8pp |
| Annual return | -45.40% | 34.93%-80.3pp | 31.06%-76.5pp | 148.84%-194.2pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,640 | $3,823-30.9% | $3,463-23.8% | $6,531-59.6% |
| Admin fee / account holder | $15,621 | $6,949+124.8% | $7,351+112.5% | $14,480+7.9% |