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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 | $30,081 | $46,599-35.4% | $64,101-53.1% | $75,173-60.0% |
| Participation rate | 37.1% | 65.9%-28.8pp | 72.3%-35.2pp | 67.2%-30.1pp |
| Annual return | 9.66% | 26.06%-16.4pp | 33.72%-24.1pp | 160.72%-151.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,025 | $2,837-63.9% | $3,881-73.6% | $4,126-75.2% |
| Admin fee / account holder | $1,202 | $2,956-59.3% | $3,070-60.9% | $5,651-78.7% |