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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 | $29,611 | $43,075-31.3% | $74,577-60.3% | $62,881-52.9% |
| Participation rate | 14.0% | 58.1%-44.0pp | 68.1%-54.1pp | 69.3%-55.3pp |
| Annual return | 2.76% | 17.50%-14.7pp | 20.47%-17.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,150 | $2,389-51.9% | $3,458-66.8% | $3,203-64.1% |
| Admin fee / account holder | $1,030 | $2,840-63.7% | $4,138-75.1% | $4,296-76.0% |