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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 | $65,089 | $82,678-21.3% | $125,391-48.1% | $68,490-5.0% |
| Participation rate | 40.9% | 75.1%-34.2pp | 82.4%-41.5pp | 67.9%-27.0pp |
| Annual return | -21.21% | -5.97%-15.2pp | 572.41%-593.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,616 | $6,111-40.8% | $7,448-51.4% | $4,028-10.2% |
| Admin fee / account holder | $1,401 | $6,277-77.7% | $10,009-86.0% | $5,403-74.1% |