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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 | $33,517 | $75,962-55.9% | $154,108-78.3% | $64,173-47.8% |
| Participation rate | 21.6% | 70.4%-48.8pp | 83.0%-61.5pp | 69.6%-48.0pp |
| Annual return | -11.63% | 30.32%-41.9pp | 735.21%-746.8pp | 7.63%-19.3pp |
| Employer contribution / active EE | $362 | $3,350-89.2% | $5,298-93.2% | $2,381-84.8% |
| Participant deferral / active EE | $1,319 | $3,175-58.4% | $5,081-74.0% | $3,470-62.0% |
| Admin fee / account holder | $690 | $5,589-87.6% | $13,411-94.9% | $4,887-85.9% |