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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 | $34,499 | $75,828-54.5% | $147,617-76.6% | $59,632-42.1% |
| Participation rate | 54.5% | 71.6%-17.0pp | 84.6%-30.1pp | 68.7%-14.1pp |
| Annual return | -3.81% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.32%-2045.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,915 | $3,130+25.0% | $4,895-20.0% | $3,192+22.6% |
| Admin fee / account holder | $6,940 | $5,985+16.0% | $11,611-40.2% | $4,297+61.5% |