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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 | $25,146 | $54,357-53.7% | $82,706-69.6% | $68,495-63.3% |
| Participation rate | 63.3% | 63.9%-0.6pp | 72.6%-9.2pp | 67.9%-4.6pp |
| Annual return | -20.77% | -13.67%-7.1pp | 701.76%-722.5pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,470 | $3,246+68.5% | $4,394+24.5% | $4,028+35.8% |
| Admin fee / account holder | $4,277 | $4,396-2.7% | $5,329-19.7% | $5,403-20.8% |