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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 | $18,102 | $48,078-62.3% | $78,676-77.0% | $62,881-71.2% |
| Participation rate | 36.6% | 65.2%-28.6pp | 73.6%-37.0pp | 69.3%-32.7pp |
| Annual return | 3.26% | 31.36%-28.1pp | 62.19%-58.9pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,016 | $2,587-60.7% | $3,517-71.1% | $3,203-68.3% |
| Admin fee / account holder | $2,048 | $3,206-36.1% | $4,510-54.6% | $4,296-52.3% |