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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 | $37,974 | $82,674-54.1% | $125,363-69.7% | $68,495-44.6% |
| Participation rate | 26.5% | 75.0%-48.6pp | 82.4%-55.9pp | 67.9%-41.4pp |
| Annual return | -20.61% | -5.97%-14.6pp | 572.15%-592.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,653 | $6,111-56.6% | $7,447-64.4% | $4,028-34.1% |
| Admin fee / account holder | $2,590 | $6,276-58.7% | $10,005-74.1% | $5,403-52.1% |