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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 | $32,511 | $111,787-70.9% | $93,681-65.3% | $145,978-77.7% |
| Participation rate | 10.0% | 74.2%-64.2pp | 68.7%-58.7pp | 80.3%-70.3pp |
| Annual return | -34.11% | 203.52%-237.6pp | 133.47%-167.6pp | 550.52%-584.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,722 | $4,918-65.0% | $4,415-61.0% | $6,690-74.3% |
| Admin fee / account holder | $10,738 | $10,256+4.7% | $8,290+29.5% | $13,400-19.9% |