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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 | $21,032 | $82,678-74.6% | $125,391-83.2% | $68,490-69.3% |
| Participation rate | 31.3% | 75.1%-43.8pp | 82.4%-51.1pp | 67.9%-36.6pp |
| Annual return | -25.56% | -5.97%-19.6pp | 572.41%-598.0pp | -7.85%-17.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,982 | $6,111-51.2% | $7,448-60.0% | $4,028-26.0% |
| Admin fee / account holder | $3,611 | $6,277-42.5% | $10,009-63.9% | $5,403-33.2% |