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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 | $40,138 | $63,082-36.4% | $81,726-50.9% | $79,856-49.7% |
| Participation rate | 23.7% | 67.5%-43.8pp | 72.0%-48.3pp | 69.6%-46.0pp |
| Annual return | -1.81% | 22.66%-24.5pp | 29.49%-31.3pp | 31.71%-33.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,571 | $2,780-43.5% | $7,108-77.9% | $3,741-58.0% |
| Admin fee / account holder | $35,036 | $4,428+691.2% | $5,160+579.0% | $5,306+560.3% |