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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 | $30,259 | $75,962-60.2% | $154,111-80.4% | $64,173-52.8% |
| Participation rate | 28.0% | 70.4%-42.4pp | 83.0%-55.0pp | 69.6%-41.6pp |
| Annual return | -13.49% | 30.32%-43.8pp | 735.18%-748.7pp | 7.63%-21.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,271 | $3,175-28.5% | $5,081-55.3% | $3,470-34.6% |
| Admin fee / account holder | $4,052 | $5,589-27.5% | $13,411-69.8% | $4,887-17.1% |