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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 | $211,239-88.5% | $178,528-86.4% | $145,877-83.3% |
| Participation rate | 31.6% | 80.8%-49.2pp | 77.1%-45.5pp | 80.3%-48.7pp |
| Annual return | -9.31% | 30.22%-39.5pp | 27.11%-36.4pp | 551.28%-560.6pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,123 | $6,963-55.1% | $6,278-50.3% | $6,691-53.3% |
| Admin fee / account holder | $4,428 | $12,095-63.4% | $10,419-57.5% | $13,402-67.0% |