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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 | $122,962-75.0% | $71,585-57.0% | $138,895-77.9% |
| Participation rate | 20.0% | 68.9%-48.9pp | 68.2%-48.2pp | 79.9%-59.9pp |
| Annual return | -45.40% | 37.84%-83.2pp | 59.26%-104.7pp | 145.39%-190.8pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,640 | $4,311-38.8% | $2,923-9.7% | $6,396-58.7% |
| Admin fee / account holder | $15,621 | $6,488+140.8% | $4,712+231.5% | $12,562+24.3% |