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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 | $34,690 | $50,947-31.9% | $74,551-53.5% | $64,173-45.9% |
| Participation rate | 48.4% | 61.1%-12.7pp | 69.1%-20.8pp | 69.6%-21.2pp |
| Annual return | -26.74% | -1.85%-24.9pp | 32.53%-59.3pp | 7.63%-34.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,122 | $2,302-51.3% | $3,108-63.9% | $3,470-67.7% |
| Admin fee / account holder | $5,990 | $4,221+41.9% | $5,059+18.4% | $4,887+22.6% |