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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 | $33,682 | $71,197-52.7% | $93,669-64.0% | $80,925-58.4% |
| Participation rate | 38.7% | 60.4%-21.7pp | 68.7%-30.0pp | 67.7%-28.9pp |
| Annual return | 7.38% | 11.27%-3.9pp | 133.59%-126.2pp | 35.65%-28.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,566 | $4,036-61.2% | $4,416-64.5% | $4,299-63.6% |
| Admin fee / account holder | $4,359 | $6,959-37.4% | $8,291-47.4% | $6,940-37.2% |