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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 | $37,322 | $45,566-18.1% | $64,105-41.8% | $59,633-37.4% |
| Participation rate | 68.9% | 60.2%+8.7pp | 68.2%+0.7pp | 68.7%+0.2pp |
| Annual return | -4.18% | 4.95%-9.1pp | 791.24%-795.4pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,349 | $2,057+111.4% | $2,822+54.1% | $3,192+36.2% |
| Admin fee / account holder | $5,397 | $3,268+65.2% | $4,499+20.0% | $4,297+25.6% |