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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 | $31,533 | $58,851-46.4% | $115,170-72.6% | $72,975-56.8% |
| Participation rate | 34.6% | 65.5%-30.9pp | 75.9%-41.3pp | 69.5%-34.9pp |
| Annual return | 15.12% | 23.16%-8.0pp | 35.60%-20.5pp | 81.01%-65.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,149 | $2,643-56.5% | $4,169-72.4% | $3,608-68.2% |
| Admin fee / account holder | $2,696 | $6,370-57.7% | $7,089-62.0% | $5,124-47.4% |