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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 | $38,433 | $52,911-27.4% | $73,309-47.6% | $59,633-35.6% |
| Participation rate | 20.0% | 68.2%-48.2pp | 74.9%-54.9pp | 68.7%-48.7pp |
| Annual return | -3.27% | 12.20%-15.5pp | 5.67%-8.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,977 | $4,069-51.4% | $4,991-60.4% | $3,192-38.1% |
| Admin fee / account holder | $6,786 | $3,835+76.9% | $5,635+20.4% | $4,297+57.9% |