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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 | $38,641 | $72,177-46.5% | $115,038-66.4% | $59,633-35.2% |
| Participation rate | 15.6% | 72.6%-56.9pp | 81.4%-65.7pp | 68.7%-53.0pp |
| Annual return | -4.55% | 12.02%-16.6pp | 26.14%-30.7pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,272 | $4,783-52.5% | $6,026-62.3% | $3,192-28.8% |
| Admin fee / account holder | $7,061 | $4,927+43.3% | $8,175-13.6% | $4,297+64.3% |