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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 | $70,902 | $78,428-9.6% | $95,960-26.1% | $79,852-11.2% |
| Participation rate | 39.4% | 73.5%-34.1pp | 77.1%-37.7pp | 69.6%-30.2pp |
| Annual return | 0.81% | 19.37%-18.6pp | 91.63%-90.8pp | 31.72%-30.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,214 | $3,440-35.6% | $4,167-46.9% | $3,740-40.8% |
| Admin fee / account holder | $16,339 | $5,622+190.6% | $6,797+140.4% | $5,306+207.9% |