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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 | $31,729 | $58,493-45.8% | $84,021-62.2% | $72,975-56.5% |
| Participation rate | 33.3% | 61.2%-27.9pp | 69.0%-35.7pp | 69.5%-36.2pp |
| Annual return | 14.82% | 28.93%-14.1pp | 71.32%-56.5pp | 81.01%-66.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,990 | $2,394+24.9% | $3,239-7.7% | $3,608-17.1% |
| Admin fee / account holder | $396 | $4,569-91.3% | $6,102-93.5% | $5,124-92.3% |