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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 | $30,023 | $82,678-63.7% | $125,391-76.1% | $68,490-56.2% |
| Participation rate | 33.3% | 75.1%-41.7pp | 82.4%-49.1pp | 67.9%-34.6pp |
| Annual return | -21.55% | -5.97%-15.6pp | 572.41%-594.0pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,391 | $6,111-44.5% | $7,448-54.5% | $4,028-15.8% |
| Admin fee / account holder | $627 | $6,277-90.0% | $10,009-93.7% | $5,403-88.4% |