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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 | $25,875 | $82,674-68.7% | $125,381-79.4% | $68,486-62.2% |
| Participation rate | 27.3% | 75.1%-47.8pp | 82.4%-55.1pp | 67.9%-40.6pp |
| Annual return | -31.14% | -5.97%-25.2pp | 572.31%-603.4pp | -7.85%-23.3pp |
| Employer contribution / active EE | $448 | $3,382-86.7% | $4,815-90.7% | $2,597-82.7% |
| Participant deferral / active EE | $4,482 | $6,111-26.7% | $7,448-39.8% | $4,028+11.3% |
| Admin fee / account holder | $4,800 | $6,277-23.5% | $10,007-52.0% | $5,404-11.2% |