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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 | $18,736 | $82,674-77.3% | $125,381-85.1% | $68,486-72.6% |
| Participation rate | 69.2% | 75.1%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -22.67% | -5.97%-16.7pp | 572.31%-595.0pp | -7.85%-14.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,259 | $6,111+18.8% | $7,448-2.5% | $4,028+80.2% |
| Admin fee / account holder | $1,192 | $6,277-81.0% | $10,007-88.1% | $5,404-77.9% |