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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 | $34,039 | $75,962-55.2% | $154,108-77.9% | $64,173-47.0% |
| Participation rate | 37.5% | 70.4%-32.9pp | 83.0%-45.5pp | 69.6%-32.1pp |
| Annual return | -9.58% | 30.32%-39.9pp | 735.21%-744.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,656 | $3,175-47.8% | $5,081-67.4% | $3,470-52.3% |
| Admin fee / account holder | $1,040 | $5,589-81.4% | $13,411-92.2% | $4,887-78.7% |