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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 | $25,375 | $75,962-66.6% | $154,111-83.5% | $64,173-60.5% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | -8.12% | 30.32%-38.4pp | 735.18%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $324 | $3,350-90.3% | $5,298-93.9% | $2,381-86.4% |
| Participant deferral / active EE | $3,614 | $3,175+13.8% | $5,081-28.9% | $3,470+4.2% |
| Admin fee / account holder | $2,530 | $5,589-54.7% | $13,411-81.1% | $4,887-48.2% |