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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 | $24,348 | $167,362-85.5% | $143,799-83.1% | $134,532-81.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -27.13% | 0.47%-27.6pp | -0.04%-27.1pp | 418.27%-445.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,129 | $6,447-67.0% | $5,638-62.2% | $6,401-66.7% |
| Admin fee / account holder | $565 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |