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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 | $36,347 | $57,590-36.9% | $86,233-57.9% | $82,448-55.9% |
| Participation rate | 55.3% | 57.9%-2.6pp | 69.0%-13.8pp | 68.1%-12.8pp |
| Annual return | 12.65% | 22.41%-9.8pp | 61.39%-48.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,043 | $3,080-66.1% | $4,559-77.1% | $4,139-74.8% |
| Admin fee / account holder | $7,306 | $4,730+54.4% | $8,342-12.4% | $7,234+1.0% |