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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 | $40,348 | $54,370-25.8% | $82,763-51.2% | $68,490-41.1% |
| Participation rate | 32.0% | 63.9%-31.9pp | 72.6%-40.6pp | 67.9%-35.9pp |
| Annual return | -20.10% | -13.67%-6.4pp | 702.45%-722.5pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,513 | $3,247-53.4% | $4,395-65.6% | $4,028-62.4% |
| Admin fee / account holder | $3,425 | $4,398-22.1% | $5,325-35.7% | $5,403-36.6% |