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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 | $37,712 | $75,832-50.3% | $147,618-74.5% | $59,633-36.8% |
| Participation rate | 23.3% | 71.6%-48.3pp | 84.6%-61.4pp | 68.7%-45.4pp |
| Annual return | -4.25% | 0.37%-4.6pp | 61.98%-66.2pp | 2041.40%-2045.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $919 | $3,131-70.6% | $4,895-81.2% | $3,192-71.2% |
| Admin fee / account holder | $1,232 | $5,986-79.4% | $11,612-89.4% | $4,297-71.3% |