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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 | $33,747 | $95,917-64.8% | $79,583-57.6% | $134,545-74.9% |
| Participation rate | 54.2% | 75.0%-20.9pp | 69.5%-15.3pp | 81.2%-27.1pp |
| Annual return | -20.70% | -2.70%-18.0pp | 0.16%-20.9pp | 418.37%-439.1pp |
| Employer contribution / active EE | $400 | $3,129-87.2% | $2,414-83.4% | $4,742-91.6% |
| Participant deferral / active EE | $2,117 | $4,694-54.9% | $3,986-46.9% | $6,401-66.9% |
| Admin fee / account holder | $38,294 | $9,132+319.3% | $6,835+460.2% | $11,431+235.0% |