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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 | $32,535 | $153,311-78.8% | $109,313-70.2% | $273,972-88.1% |
| Participation rate | 21.4% | 80.1%-58.7pp | 71.3%-49.8pp | 83.0%-61.6pp |
| Annual return | -3.58% | 29.86%-33.4pp | 22.07%-25.7pp | 41.46%-45.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,989 | $3,932-49.4% | $3,166-37.2% | $5,287-62.4% |
| Admin fee / account holder | $12,940 | $8,076+60.2% | $5,666+128.4% | $10,133+27.7% |