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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 | $16,552 | $152,542-89.1% | $117,498-85.9% | $134,509-87.7% |
| Participation rate | 63.6% | 77.1%-13.5pp | 70.6%-7.0pp | 81.2%-17.6pp |
| Annual return | -21.22% | 53.02%-74.2pp | 29.75%-51.0pp | 418.13%-439.4pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,627 | $4,819-24.8% | $4,071-10.9% | $6,400-43.3% |
| Admin fee / account holder | $1,156 | $7,006-83.5% | $5,646-79.5% | $11,427-89.9% |