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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 | $33,824 | $57,352-41.0% | $83,831-59.7% | $64,173-47.3% |
| Participation rate | 40.0% | 68.6%-28.6pp | 76.1%-36.1pp | 69.6%-29.6pp |
| Annual return | -9.40% | 11.38%-20.8pp | 850.99%-860.4pp | 7.63%-17.0pp |
| Employer contribution / active EE | $483 | $2,546-81.0% | $3,631-86.7% | $2,381-79.7% |
| Participant deferral / active EE | $1,350 | $2,993-54.9% | $4,082-66.9% | $3,470-61.1% |
| Admin fee / account holder | $884 | $4,046-78.2% | $5,479-83.9% | $4,887-81.9% |