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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 | $38,876 | $82,028-52.6% | $123,105-68.4% | $59,633-34.8% |
| Participation rate | 44.4% | 83.2%-38.8pp | 86.8%-42.3pp | 68.7%-24.2pp |
| Annual return | -5.11% | 5.12%-10.2pp | 13.22%-18.3pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,274 | $4,667-51.3% | $6,229-63.5% | $3,192-28.7% |
| Admin fee / account holder | $7,079 | $5,879+20.4% | $9,014-21.5% | $4,297+64.7% |