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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 | $31,046 | $60,349-48.6% | $74,184-58.1% | $62,881-50.6% |
| Participation rate | 28.9% | 72.7%-43.8pp | 76.6%-47.7pp | 69.3%-40.4pp |
| Annual return | 3.35% | 21.38%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,563 | $2,856-45.3% | $3,550-56.0% | $3,203-51.2% |
| Admin fee / account holder | $1,884 | $4,261-55.8% | $5,586-66.3% | $4,296-56.1% |