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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 | $18,190 | $54,370-66.5% | $82,763-78.0% | $68,490-73.4% |
| Participation rate | 45.3% | 63.9%-18.6pp | 72.6%-27.3pp | 67.9%-22.6pp |
| Annual return | -22.24% | -13.67%-8.6pp | 702.45%-724.7pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,764 | $3,247-45.7% | $4,395-59.9% | $4,028-56.2% |
| Admin fee / account holder | $323 | $4,398-92.7% | $5,325-93.9% | $5,403-94.0% |