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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 | $32,941 | $75,832-56.6% | $147,617-77.7% | $59,633-44.8% |
| Participation rate | 47.1% | 71.6%-24.5pp | 84.6%-37.6pp | 68.7%-21.6pp |
| Annual return | -4.33% | 0.37%-4.7pp | 61.98%-66.3pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,862 | $3,131-8.6% | $4,895-41.5% | $3,192-10.3% |
| Admin fee / account holder | $7,900 | $5,986+32.0% | $11,612-32.0% | $4,297+83.8% |