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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 | $30,459 | $153,311-80.1% | $109,313-72.1% | $273,972-88.9% |
| Participation rate | 27.3% | 80.1%-52.8pp | 71.3%-44.0pp | 83.0%-55.7pp |
| Annual return | -3.03% | 29.86%-32.9pp | 22.07%-25.1pp | 41.46%-44.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,195 | $3,932-44.2% | $3,166-30.7% | $5,287-58.5% |
| Admin fee / account holder | $381 | $8,076-95.3% | $5,666-93.3% | $10,133-96.2% |