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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,430 | $65,437-30.6% | $86,698-47.6% | $66,949-32.1% |
| Participation rate | 30.0% | 75.5%-45.5pp | 76.6%-46.6pp | 69.8%-39.8pp |
| Annual return | -17.81% | -10.91%-6.9pp | 35.96%-53.8pp | 1.57%-19.4pp |
| Employer contribution / active EE | $716 | $2,154-66.8% | $2,837-74.8% | $2,545-71.9% |
| Participant deferral / active EE | $2,192 | $4,102-46.6% | $4,656-52.9% | $4,239-48.3% |
| Admin fee / account holder | $493 | $642-23.1% | $7,492-93.4% | $594-16.9% |