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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 | $31,347 | $57,352-45.3% | $83,830-62.6% | $64,173-51.2% |
| Participation rate | 36.6% | 68.6%-32.0pp | 76.1%-39.6pp | 69.6%-33.0pp |
| Annual return | -9.74% | 11.38%-21.1pp | 850.97%-860.7pp | 7.63%-17.4pp |
| Employer contribution / active EE | $500 | $2,546-80.4% | $3,631-86.2% | $2,381-79.0% |
| Participant deferral / active EE | $1,670 | $2,993-44.2% | $4,082-59.1% | $3,470-51.9% |
| Admin fee / account holder | $2,355 | $4,046-41.8% | $5,479-57.0% | $4,887-51.8% |