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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 | $31,927 | $90,486-64.7% | $78,676-59.4% | $273,972-88.3% |
| Participation rate | 18.2% | 76.5%-58.3pp | 73.6%-55.4pp | 83.0%-64.8pp |
| Annual return | -27.14% | 75.62%-102.8pp | 62.19%-89.3pp | 41.46%-68.6pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,652 | $3,901-57.7% | $3,517-53.0% | $5,287-68.8% |
| Admin fee / account holder | $7,779 | $5,263+47.8% | $4,510+72.5% | $10,133-23.2% |