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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 | $36,762 | $75,962-51.6% | $154,108-76.1% | $64,173-42.7% |
| Participation rate | 11.1% | 70.4%-59.3pp | 83.0%-71.9pp | 69.6%-58.5pp |
| Annual return | -13.33% | 30.32%-43.6pp | 735.21%-748.5pp | 7.63%-21.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $981 | $3,175-69.1% | $5,081-80.7% | $3,470-71.7% |
| Admin fee / account holder | $1,003 | $5,589-82.1% | $13,411-92.5% | $4,887-79.5% |