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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 | $34,062 | $92,684-63.2% | $82,706-58.8% | $134,509-74.7% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -24.81% | 945.84%-970.6pp | 701.76%-726.6pp | 418.13%-442.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,540 | $4,800-26.3% | $4,394-19.4% | $6,400-44.7% |
| Admin fee / account holder | $355 | $5,982-94.1% | $5,329-93.3% | $11,427-96.9% |