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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 | $34,298 | $60,349-43.2% | $74,184-53.8% | $62,881-45.5% |
| Participation rate | 41.3% | 72.7%-31.4pp | 76.6%-35.3pp | 69.3%-28.0pp |
| Annual return | 3.41% | 21.38%-18.0pp | 17.74%-14.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,446 | $2,856-49.4% | $3,550-59.3% | $3,203-54.8% |
| Admin fee / account holder | $2,277 | $4,261-46.5% | $5,586-59.2% | $4,296-47.0% |