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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 | $49,935 | $75,832-34.2% | $147,617-66.2% | $59,633-16.3% |
| Participation rate | 67.9% | 71.6%-3.7pp | 84.6%-16.8pp | 68.7%-0.8pp |
| Annual return | -2.75% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,479 | $3,131-20.8% | $4,895-49.4% | $3,192-22.3% |
| Admin fee / account holder | $988 | $5,986-83.5% | $11,612-91.5% | $4,297-77.0% |