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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 | $37,316 | $59,440-37.2% | $78,004-52.2% | $82,637-54.8% |
| Participation rate | 59.3% | 62.8%-3.6pp | 69.4%-10.2pp | 68.1%-8.8pp |
| Annual return | 5.47% | 40.24%-34.8pp | 31.07%-25.6pp | 53.51%-48.0pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,140 | $3,138-63.7% | $4,092-72.1% | $4,126-72.4% |
| Admin fee / account holder | $30,101 | $5,504+446.9% | $7,578+297.2% | $7,339+310.2% |