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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 | $37,075 | $87,542-57.6% | $75,782-51.1% | $125,393-70.4% |
| Participation rate | 38.5% | 80.2%-41.7pp | 75.8%-37.4pp | 83.2%-44.7pp |
| Annual return | -9.26% | 13.48%-22.7pp | 9.68%-18.9pp | 282.23%-291.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,580 | $4,229-62.7% | $3,652-56.7% | $5,351-70.5% |
| Admin fee / account holder | $10,714 | $6,502+64.8% | $5,300+102.2% | $9,541+12.3% |