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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 | $71,215-52.7% | $93,696-64.1% | $80,935-58.4% |
| Participation rate | 38.7% | 60.4%-21.7pp | 68.7%-30.0pp | 67.7%-29.0pp |
| Annual return | 7.38% | 11.27%-3.9pp | 133.74%-126.4pp | 35.66%-28.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,566 | $4,037-61.2% | $4,417-64.5% | $4,299-63.6% |
| Admin fee / account holder | $4,359 | $6,958-37.3% | $8,287-47.4% | $6,924-37.0% |