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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 | $34,647 | $58,587-40.9% | $83,322-58.4% | $64,173-46.0% |
| Participation rate | 38.8% | 72.0%-33.2pp | 77.8%-39.0pp | 69.6%-30.8pp |
| Annual return | -10.60% | 9.65%-20.3pp | 10.64%-21.2pp | 7.63%-18.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,914 | $4,654-15.9% | $5,565-29.7% | $3,470+12.8% |
| Admin fee / account holder | $3,221 | $9,279-65.3% | $7,540-57.3% | $4,887-34.1% |