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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 | $26,520 | $69,012-61.6% | $160,009-83.4% | $68,486-61.3% |
| Participation rate | 30.3% | 65.4%-35.1pp | 78.0%-47.7pp | 67.9%-37.6pp |
| Annual return | -20.27% | -9.65%-10.6pp | 408.85%-429.1pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,556 | $4,212-63.1% | $6,183-74.8% | $4,028-61.4% |
| Admin fee / account holder | $469 | $4,798-90.2% | $8,715-94.6% | $5,404-91.3% |