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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 | $131,835-72.7% | $108,582-66.9% | $273,972-86.9% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | -7.23% | -91.57%+84.3pp | -51.70%+44.5pp | 41.46%-48.7pp |
| Employer contribution / active EE | $298 | $4,913-93.9% | $3,758-92.1% | $4,869-93.9% |
| Participant deferral / active EE | $6,000 | $5,127+17.0% | $4,311+39.2% | $5,287+13.5% |
| Admin fee / account holder | $3,054 | $10,253-70.2% | $7,645-60.1% | $10,133-69.9% |