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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 | $30,641 | $54,541-43.8% | $78,778-61.1% | $70,126-56.3% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 10.14% | 21.07%-10.9pp | 35.62%-25.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,232 | $2,210-44.3% | $2,958-58.4% | $3,332-63.0% |
| Admin fee / account holder | $312 | $3,709-91.6% | $5,134-93.9% | $4,645-93.3% |