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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 | $21,696 | $82,674-73.8% | $125,381-82.7% | $68,486-68.3% |
| Participation rate | 48.1% | 75.1%-27.0pp | 82.4%-34.3pp | 67.9%-19.8pp |
| Annual return | -21.73% | -5.97%-15.8pp | 572.31%-594.0pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,943 | $6,111-51.8% | $7,448-60.5% | $4,028-26.9% |
| Admin fee / account holder | $1,135 | $6,277-81.9% | $10,007-88.7% | $5,404-79.0% |