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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 | $44,048 | $39,132+12.6% | $57,196-23.0% | $62,881-30.0% |
| Participation rate | 35.1% | 70.5%-35.3pp | 75.3%-40.2pp | 69.3%-34.2pp |
| Annual return | -1.75% | 9.24%-11.0pp | 14.59%-16.3pp | 20.14%-21.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,052 | $2,374-55.7% | $3,096-66.0% | $3,203-67.1% |
| Admin fee / account holder | $11,156 | $2,594+330.1% | $3,141+255.2% | $4,296+159.7% |