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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 | $34,746 | $84,551-58.9% | $61,452-43.5% | $134,532-74.2% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -27.80% | 585.39%-613.2pp | 338.96%-366.8pp | 418.27%-446.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,417 | $2,818+21.2% | $2,125+60.8% | $6,401-46.6% |
| Admin fee / account holder | $309 | $2,587-88.1% | $2,131-85.5% | $11,429-97.3% |