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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 | $31,183 | $39,162-20.4% | $100,671-69.0% | $59,633-47.7% |
| Participation rate | 34.1% | 55.9%-21.8pp | 70.7%-36.6pp | 68.7%-34.6pp |
| Annual return | -3.65% | 21.07%-24.7pp | 20.43%-24.1pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,251 | $1,992-37.2% | $3,144-60.2% | $3,192-60.8% |
| Admin fee / account holder | $12,397 | $2,969+317.5% | $4,850+155.6% | $4,297+188.5% |