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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 | $32,221 | $100,970-68.1% | $96,576-66.6% | $137,256-76.5% |
| Participation rate | 42.1% | 82.6%-40.5pp | 81.4%-39.3pp | 80.0%-37.9pp |
| Annual return | -1.91% | 38.16%-40.1pp | 38.47%-40.4pp | 220.34%-222.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,160 | $8,286-61.9% | $7,956-60.3% | $6,407-50.7% |
| Admin fee / account holder | $6,116 | $11,312-45.9% | $11,381-46.3% | $12,270-50.2% |