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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 | $10,252 | $54,357-81.1% | $82,706-87.6% | $68,495-85.0% |
| Participation rate | 29.0% | 63.9%-34.9pp | 72.6%-43.5pp | 67.9%-38.9pp |
| Annual return | -35.11% | -13.67%-21.4pp | 701.76%-736.9pp | -7.84%-27.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $986 | $3,246-69.6% | $4,394-77.6% | $4,028-75.5% |
| Admin fee / account holder | $1,919 | $4,396-56.3% | $5,329-64.0% | $5,403-64.5% |