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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 | $36,707 | $65,041-43.6% | $90,965-59.6% | $79,858-54.0% |
| Participation rate | 52.8% | 61.6%-8.8pp | 69.0%-16.2pp | 69.6%-16.8pp |
| Annual return | 6.70% | 30.45%-23.8pp | 134.57%-127.9pp | 31.72%-25.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,830 | $2,512+12.7% | $3,373-16.1% | $3,740-24.3% |
| Admin fee / account holder | $6,582 | $4,536+45.1% | $5,960+10.4% | $5,306+24.1% |