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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 | $35,442 | $98,766-64.1% | $149,730-76.3% | $79,852-55.6% |
| Participation rate | 23.1% | 75.8%-52.7pp | 82.5%-59.4pp | 69.6%-46.6pp |
| Annual return | -1.46% | 27.43%-28.9pp | 276.70%-278.2pp | 31.72%-33.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,542 | $5,681-55.3% | $6,843-62.8% | $3,740-32.0% |
| Admin fee / account holder | $16,357 | $6,052+170.3% | $9,310+75.7% | $5,306+208.3% |