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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 | $17,660 | $92,766-81.0% | $82,763-78.7% | $134,545-86.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -25.37% | 946.97%-972.3pp | 702.45%-727.8pp | 418.37%-443.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,976 | $4,802+45.3% | $4,395+58.7% | $6,401+9.0% |
| Admin fee / account holder | $2,182 | $5,978-63.5% | $5,325-59.0% | $11,431-80.9% |