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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 | $18,681 | $75,962-75.4% | $154,108-87.9% | $64,173-70.9% |
| Participation rate | 38.1% | 70.4%-32.3pp | 83.0%-44.9pp | 69.6%-31.4pp |
| Annual return | -14.10% | 30.32%-44.4pp | 735.21%-749.3pp | 7.63%-21.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,695 | $3,175-46.6% | $5,081-66.6% | $3,470-51.1% |
| Admin fee / account holder | $1,250 | $5,589-77.6% | $13,411-90.7% | $4,887-74.4% |