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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 | $35,979 | $72,177-50.2% | $115,038-68.7% | $59,633-39.7% |
| Participation rate | 38.9% | 72.6%-33.7pp | 81.4%-42.5pp | 68.7%-29.8pp |
| Annual return | -5.15% | 12.02%-17.2pp | 26.14%-31.3pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,114 | $4,783+6.9% | $6,026-15.1% | $3,192+60.2% |
| Admin fee / account holder | $11,911 | $4,927+141.8% | $8,175+45.7% | $4,297+177.2% |