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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 | $33,735 | $39,132-13.8% | $57,196-41.0% | $62,881-46.4% |
| Participation rate | 22.2% | 70.5%-48.3pp | 75.3%-53.1pp | 69.3%-47.1pp |
| Annual return | -0.40% | 9.24%-9.6pp | 14.59%-15.0pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $991 | $2,374-58.3% | $3,096-68.0% | $3,203-69.1% |
| Admin fee / account holder | $1,255 | $2,594-51.6% | $3,141-60.0% | $4,296-70.8% |