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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 | $30,511 | $75,962-59.8% | $154,111-80.2% | $64,173-52.5% |
| Participation rate | 34.8% | 70.4%-35.6pp | 83.0%-48.3pp | 69.6%-34.8pp |
| Annual return | -10.69% | 30.32%-41.0pp | 735.18%-745.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $211 | $3,350-93.7% | $5,298-96.0% | $2,381-91.1% |
| Participant deferral / active EE | $3,442 | $3,175+8.4% | $5,081-32.3% | $3,470-0.8% |
| Admin fee / account holder | $458 | $5,589-91.8% | $13,411-96.6% | $4,887-90.6% |