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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 | $36,417 | $48,050-24.2% | $85,969-57.6% | $59,633-38.9% |
| Participation rate | 56.5% | 64.5%-8.0pp | 76.5%-20.1pp | 68.7%-12.2pp |
| Annual return | -3.89% | 0.29%-4.2pp | 9.32%-13.2pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,467 | $2,249+9.7% | $3,829-35.6% | $3,192-22.7% |
| Admin fee / account holder | $832 | $3,206-74.0% | $6,053-86.3% | $4,297-80.6% |