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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 | $10,230 | $95,895-89.3% | $79,576-87.1% | $134,509-92.4% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | -23.89% | -2.72%-21.2pp | 0.15%-24.0pp | 418.13%-442.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,960 | $4,693+5.7% | $3,985+24.5% | $6,400-22.5% |
| Admin fee / account holder | $4,879 | $9,129-46.6% | $6,834-28.6% | $11,427-57.3% |