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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 | $48,081 | $127,100-62.2% | $105,738-54.5% | $135,379-64.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -31.16% | 4.49%-35.7pp | 6.27%-37.4pp | 519.79%-551.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,926 | $5,064+76.3% | $4,080+118.8% | $5,609+59.1% |
| Admin fee / account holder | $12,062 | $9,087+32.7% | $6,913+74.5% | $10,828+11.4% |