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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 | $42,776 | $75,962-43.7% | $154,108-72.2% | $64,173-33.3% |
| Participation rate | 16.1% | 70.4%-54.3pp | 83.0%-66.9pp | 69.6%-53.4pp |
| Annual return | -12.60% | 30.32%-42.9pp | 735.21%-747.8pp | 7.63%-20.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $885 | $3,175-72.1% | $5,081-82.6% | $3,470-74.5% |
| Admin fee / account holder | $2,559 | $5,589-54.2% | $13,411-80.9% | $4,887-47.6% |