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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 | $41,113 | $57,352-28.3% | $83,830-51.0% | $64,173-35.9% |
| Participation rate | 35.7% | 68.6%-32.9pp | 76.1%-40.4pp | 69.6%-33.9pp |
| Annual return | -21.89% | 11.38%-33.3pp | 850.97%-872.9pp | 7.63%-29.5pp |
| Employer contribution / active EE | $248 | $2,546-90.3% | $3,631-93.2% | $2,381-89.6% |
| Participant deferral / active EE | $1,638 | $2,993-45.3% | $4,082-59.9% | $3,470-52.8% |
| Admin fee / account holder | $2,903 | $4,046-28.2% | $5,479-47.0% | $4,887-40.6% |