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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 | $32,694 | $78,428-58.3% | $95,960-65.9% | $79,852-59.1% |
| Participation rate | 42.3% | 73.5%-31.2pp | 77.1%-34.8pp | 69.6%-27.3pp |
| Annual return | 2.04% | 19.37%-17.3pp | 91.63%-89.6pp | 31.72%-29.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,240 | $3,440-34.9% | $4,167-46.2% | $3,740-40.1% |
| Admin fee / account holder | $16,445 | $5,622+192.5% | $6,797+141.9% | $5,306+209.9% |