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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 | $38,015 | $100,073-62.0% | $85,126-55.3% | $145,877-73.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | -11.22% | 84.11%-95.3pp | 66.63%-77.9pp | 551.28%-562.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,877 | $5,294+124.3% | $4,523+162.6% | $6,691+77.5% |
| Admin fee / account holder | $5,081 | $7,261-30.0% | $6,160-17.5% | $13,402-62.1% |