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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 | $30,626 | $70,002-56.2% | $115,038-73.4% | $52,331-41.5% |
| Participation rate | 62.7% | 72.1%-9.4pp | 81.4%-18.6pp | 68.1%-5.4pp |
| Annual return | -1.94% | 4.04%-6.0pp | 26.14%-28.1pp | 4.54%-6.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,608 | $4,920-47.0% | $6,026-56.7% | $3,022-13.7% |
| Admin fee / account holder | $1,810 | $566+219.7% | $8,175-77.9% | $592+205.9% |