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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 | $41,098 | $131,835-68.8% | $108,582-62.2% | $273,972-85.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | -5.52% | -91.57%+86.1pp | -51.70%+46.2pp | 41.46%-47.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,705 | $5,127-66.7% | $4,311-60.4% | $5,287-67.8% |
| Admin fee / account holder | $1,802 | $10,253-82.4% | $7,645-76.4% | $10,133-82.2% |