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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 | $75,805 | $96,956-21.8% | $69,779+8.6% | $273,972-72.3% |
| Participation rate | 14.3% | 77.1%-62.8pp | 71.8%-57.5pp | 83.0%-68.7pp |
| Annual return | -3.07% | 12.93%-16.0pp | 12.99%-16.1pp | 41.46%-44.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,963 | $3,744-47.6% | $2,931-33.0% | $5,287-62.9% |
| Admin fee / account holder | $22,141 | $7,934+179.1% | $4,381+405.4% | $10,133+118.5% |