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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 | $31,927 | $52,580-39.3% | $71,671-55.5% | $70,126-54.5% |
| Participation rate | 19.3% | 60.9%-41.6pp | 68.7%-49.5pp | 69.5%-50.3pp |
| Annual return | 6.48% | 20.25%-13.8pp | 20.65%-14.2pp | 73.15%-66.7pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,142 | $2,386-52.1% | $3,438-66.8% | $3,332-65.7% |
| Admin fee / account holder | $8,938 | $3,653+144.7% | $5,558+60.8% | $4,645+92.4% |