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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 | $35,003 | $84,493-58.6% | $125,381-72.1% | $66,938-47.7% |
| Participation rate | 43.5% | 76.4%-32.9pp | 82.4%-38.9pp | 69.8%-26.3pp |
| Annual return | -18.26% | -8.49%-9.8pp | 572.31%-590.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $662 | $3,554-81.4% | $4,815-86.2% | $2,545-74.0% |
| Participant deferral / active EE | $3,282 | $6,783-51.6% | $7,448-55.9% | $4,238-22.6% |
| Admin fee / account holder | $11,591 | $685+1592.1% | $10,007+15.8% | $594+1853.0% |