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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 | $34,475 | $69,977-50.7% | $108,582-68.2% | $62,881-45.2% |
| Participation rate | 53.1% | 72.9%-19.8pp | 79.6%-26.4pp | 69.3%-16.2pp |
| Annual return | 4.61% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,610 | $3,165-49.1% | $4,311-62.7% | $3,203-49.7% |
| Admin fee / account holder | $32,238 | $5,076+535.0% | $7,645+321.7% | $4,296+650.5% |