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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 | $42,388 | $85,171-50.2% | $172,753-75.5% | $72,976-41.9% |
| Participation rate | 28.6% | 70.1%-41.5pp | 82.6%-54.1pp | 69.5%-40.9pp |
| Annual return | -43.98% | 27.32%-71.3pp | 803.00%-847.0pp | 81.02%-125.0pp |
| Employer contribution / active EE | $130 | $3,324-96.1% | $5,144-97.5% | $2,440-94.7% |
| Participant deferral / active EE | $1,146 | $3,260-64.9% | $5,198-78.0% | $3,608-68.2% |
| Admin fee / account holder | $9,865 | $5,880+67.8% | $13,956-29.3% | $5,124+92.5% |