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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 | $34,391 | $72,177-52.4% | $115,038-70.1% | $59,633-42.3% |
| Participation rate | 40.5% | 72.6%-32.1pp | 81.4%-40.9pp | 68.7%-28.2pp |
| Annual return | -20.39% | 12.02%-32.4pp | 26.14%-46.5pp | 2041.45%-2061.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,396 | $4,783-29.0% | $6,026-43.7% | $3,192+6.4% |
| Admin fee / account holder | $1,782 | $4,927-63.8% | $8,175-78.2% | $4,297-58.5% |