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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 | $31,489 | $72,177-56.4% | $115,038-72.6% | $59,633-47.2% |
| Participation rate | 37.0% | 72.6%-35.5pp | 81.4%-44.3pp | 68.7%-31.6pp |
| Annual return | -3.46% | 12.02%-15.5pp | 26.14%-29.6pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,042 | $4,783-57.3% | $6,026-66.1% | $3,192-36.0% |
| Admin fee / account holder | $12,803 | $4,927+159.9% | $8,175+56.6% | $4,297+198.0% |