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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 | $24,333 | $211,224-88.5% | $178,505-86.4% | $145,897-83.3% |
| Participation rate | 31.6% | 80.8%-49.2pp | 77.1%-45.5pp | 80.3%-48.7pp |
| Annual return | -9.31% | 30.28%-39.6pp | 27.16%-36.5pp | 552.29%-561.6pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,123 | $6,966-55.2% | $6,280-50.3% | $6,689-53.3% |
| Admin fee / account holder | $4,428 | $12,109-63.4% | $10,428-57.5% | $13,390-66.9% |