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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 | $28,207 | $85,790-67.1% | $67,313-58.1% | $135,380-79.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -22.56% | -0.54%-22.0pp | -4.08%-18.5pp | 519.81%-542.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,000 | $4,651+201.0% | $3,568+292.3% | $5,609+149.6% |
| Admin fee / account holder | $20,072 | $6,392+214.0% | $4,507+345.4% | $10,828+85.4% |