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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 | $44,442 | $69,977-36.5% | $108,582-59.1% | $62,881-29.3% |
| Participation rate | 58.5% | 72.9%-14.4pp | 79.6%-21.0pp | 69.3%-10.8pp |
| Annual return | -1.95% | 10.73%-12.7pp | -51.70%+49.7pp | 20.14%-22.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,814 | $3,165-42.7% | $4,311-57.9% | $3,203-43.4% |
| Admin fee / account holder | $15,329 | $5,076+202.0% | $7,645+100.5% | $4,296+256.8% |