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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 | $33,517 | $61,660-45.6% | $80,022-58.1% | $64,173-47.8% |
| Participation rate | 20.3% | 71.7%-51.4pp | 75.8%-55.5pp | 69.6%-49.2pp |
| Annual return | -11.45% | -0.33%-11.1pp | 11.22%-22.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,733 | $2,968-7.9% | $3,686-25.9% | $3,470-21.2% |
| Admin fee / account holder | $2,286 | $5,417-57.8% | $6,521-64.9% | $4,887-53.2% |