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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 | $33,964 | $55,449-38.7% | $83,831-59.5% | $56,289-39.7% |
| Participation rate | 44.5% | 68.0%-23.5pp | 76.1%-31.6pp | 69.9%-25.3pp |
| Annual return | -7.77% | -1.38%-6.4pp | 850.99%-858.8pp | -9.96%+2.2pp |
| Employer contribution / active EE | $149 | $2,430-93.9% | $3,631-95.9% | $2,111-93.0% |
| Participant deferral / active EE | $1,575 | $2,935-46.4% | $4,082-61.4% | $3,350-53.0% |
| Admin fee / account holder | $3,314 | $656+405.1% | $5,479-39.5% | $521+536.1% |