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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 | $38,168 | $106,267-64.1% | $96,520-60.5% | $139,456-72.6% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | -34.09% | 38.45%-72.5pp | 35.72%-69.8pp | 373.45%-407.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,623 | $5,454-15.3% | $4,879-5.3% | $6,711-31.1% |
| Admin fee / account holder | $14,819 | $7,882+88.0% | $6,733+120.1% | $11,407+29.9% |