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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 | $35,794 | $93,117-61.6% | $77,096-53.6% | $134,532-73.4% |
| Participation rate | 45.5% | 74.5%-29.0pp | 67.9%-22.5pp | 81.2%-35.8pp |
| Annual return | -31.88% | 62.67%-94.5pp | 42.35%-74.2pp | 418.27%-450.1pp |
| Employer contribution / active EE | $240 | $3,420-93.0% | $2,814-91.5% | $4,741-94.9% |
| Participant deferral / active EE | $1,179 | $5,241-77.5% | $4,429-73.4% | $6,401-81.6% |
| Admin fee / account holder | $2,396 | $6,948-65.5% | $5,428-55.9% | $11,429-79.0% |