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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 | $34,614 | $72,492-52.3% | $87,104-60.3% | $72,975-52.6% |
| Participation rate | 64.0% | 72.8%-8.8pp | 76.9%-12.9pp | 69.5%-5.5pp |
| Annual return | 7.82% | 24.46%-16.6pp | 28.19%-20.4pp | 81.01%-73.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,041 | $3,270-37.6% | $4,048-49.6% | $3,608-43.4% |
| Admin fee / account holder | $29,652 | $5,055+486.6% | $7,491+295.8% | $5,124+478.7% |