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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 | $70,670 | $100,792-29.9% | $86,691-18.5% | $134,509-47.5% |
| Participation rate | 63.6% | 78.9%-15.3pp | 76.6%-12.9pp | 81.2%-17.6pp |
| Annual return | -23.86% | 29.08%-52.9pp | 35.94%-59.8pp | 418.13%-442.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,926 | $5,339-45.2% | $4,656-37.2% | $6,400-54.3% |
| Admin fee / account holder | $1,287 | $10,924-88.2% | $7,492-82.8% | $11,427-88.7% |