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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 | $36,294 | $77,638-53.3% | $156,551-76.8% | $62,881-42.3% |
| Participation rate | 34.5% | 71.2%-36.7pp | 84.0%-49.5pp | 69.3%-34.8pp |
| Annual return | 1.61% | 50.33%-48.7pp | 32.23%-30.6pp | 20.14%-18.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,611 | $3,046-47.1% | $4,871-66.9% | $3,203-49.7% |
| Admin fee / account holder | $3,052 | $5,561-45.1% | $13,028-76.6% | $4,296-29.0% |