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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 | $36,632 | $79,523-53.9% | $140,019-73.8% | $56,287-34.9% |
| Participation rate | 35.9% | 85.7%-49.8pp | 87.5%-51.6pp | 69.9%-34.0pp |
| Annual return | -9.85% | 2.39%-12.2pp | 651.15%-661.0pp | -9.96%+0.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,215 | $5,129-37.3% | $6,927-53.6% | $3,350-4.0% |
| Admin fee / account holder | $3,603 | $614+486.5% | $10,705-66.3% | $521+591.6% |