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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 | $17,700 | $85,790-79.4% | $67,313-73.7% | $135,380-86.9% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -34.14% | -0.54%-33.6pp | -4.08%-30.1pp | 519.81%-553.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,713 | $4,651+44.3% | $3,568+88.1% | $5,609+19.7% |
| Admin fee / account holder | $2,129 | $6,392-66.7% | $4,507-52.8% | $10,828-80.3% |