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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 | $43,348 | $69,012-37.2% | $160,037-72.9% | $68,490-36.7% |
| Participation rate | 60.7% | 65.4%-4.7pp | 78.0%-17.3pp | 67.9%-7.2pp |
| Annual return | -23.70% | -9.65%-14.0pp | 408.95%-432.7pp | -7.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,093 | $4,212-26.6% | $6,184-50.0% | $4,028-23.2% |
| Admin fee / account holder | $23,237 | $4,798+384.3% | $8,716+166.6% | $5,403+330.1% |