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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 | $36,795 | $92,219-60.1% | $76,768-52.1% | $135,379-72.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -9.14% | 5.46%-14.6pp | 2.43%-11.6pp | 519.79%-528.9pp |
| Employer contribution / active EE | $125 | $3,216-96.1% | $2,485-95.0% | $4,779-97.4% |
| Participant deferral / active EE | $1,987 | $4,508-55.9% | $3,852-48.4% | $5,609-64.6% |
| Admin fee / account holder | $3,438 | $10,749-68.0% | $6,675-48.5% | $10,828-68.2% |