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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 | $31,005 | $67,602-54.1% | $82,312-62.3% | $70,126-55.8% |
| Participation rate | 55.0% | 72.8%-17.8pp | 76.9%-21.9pp | 69.5%-14.5pp |
| Annual return | 7.97% | 21.57%-13.6pp | 25.88%-17.9pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,767 | $2,987-40.8% | $3,706-52.3% | $3,332-47.0% |
| Admin fee / account holder | $7,223 | $4,512+60.1% | $5,608+28.8% | $4,645+55.5% |