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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 | $21,884 | $105,866-79.3% | $90,766-75.9% | $134,545-83.7% |
| Participation rate | 57.9% | 78.3%-20.4pp | 75.7%-17.8pp | 81.2%-23.3pp |
| Annual return | -24.57% | -10.99%-13.6pp | -12.16%-12.4pp | 418.37%-442.9pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,414 | $5,217-34.6% | $4,565-25.2% | $6,401-46.7% |
| Admin fee / account holder | $647 | $13,938-95.4% | $8,446-92.3% | $11,431-94.3% |