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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 | $45,686 | $69,977-34.7% | $108,582-57.9% | $62,881-27.3% |
| Participation rate | 29.7% | 72.9%-43.2pp | 79.6%-49.9pp | 69.3%-39.6pp |
| Annual return | 3.20% | 10.73%-7.5pp | -51.70%+54.9pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,439 | $3,165-54.5% | $4,311-66.6% | $3,203-55.1% |
| Admin fee / account holder | $1,509 | $5,076-70.3% | $7,645-80.3% | $4,296-64.9% |