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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 | $27,060 | $75,828-64.3% | $147,617-81.7% | $59,632-54.6% |
| Participation rate | 58.8% | 71.6%-12.7pp | 84.6%-25.8pp | 68.7%-9.8pp |
| Annual return | -5.20% | 0.37%-5.6pp | 61.98%-67.2pp | 2041.32%-2046.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,584 | $3,130+14.5% | $4,895-26.8% | $3,192+12.3% |
| Admin fee / account holder | $3,705 | $5,985-38.1% | $11,611-68.1% | $4,297-13.8% |