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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 | $53,045 | $36,948+43.6% | $73,658-28.0% | $87,485-39.4% |
| Participation rate | 4.0% | 46.8%-42.8pp | 57.0%-53.0pp | 68.9%-64.9pp |
| Annual return | -23.29% | 28.64%-51.9pp | 29.72%-53.0pp | 26.06%-49.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $823 | $1,379-40.3% | $2,062-60.1% | $4,274-80.7% |
| Admin fee / account holder | $16,018 | $2,531+532.9% | $3,357+377.2% | $7,775+106.0% |