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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 | $24,123 | $48,313-50.1% | $73,309-67.1% | $52,331-53.9% |
| Participation rate | 49.5% | 68.6%-19.0pp | 74.9%-25.4pp | 68.1%-18.6pp |
| Annual return | -1.83% | 3.85%-5.7pp | 5.67%-7.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,706 | $4,189-35.4% | $4,991-45.8% | $3,022-10.5% |
| Admin fee / account holder | $8,504 | $404+2005.4% | $5,635+50.9% | $592+1337.4% |