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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 | $27,882 | $61,338-54.5% | $149,717-81.4% | $71,495-61.0% |
| Participation rate | 27.5% | 62.5%-35.1pp | 78.8%-51.3pp | 67.9%-40.5pp |
| Annual return | -62.21% | 35.86%-98.1pp | 134.41%-196.6pp | 28.85%-91.1pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,563 | $2,919-12.2% | $5,682-54.9% | $4,291-40.3% |
| Admin fee / account holder | $4,579 | $1,263+262.6% | $13,213-65.3% | $1,588+188.4% |