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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 | $30,310 | $107,666-71.8% | $102,184-70.3% | $154,746-80.4% |
| Participation rate | 30.0% | 83.7%-53.7pp | 82.6%-52.6pp | 80.7%-50.7pp |
| Annual return | -1.46% | 29.33%-30.8pp | 31.58%-33.0pp | 172.34%-173.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,129 | $8,719-64.1% | $8,309-62.3% | $6,730-53.5% |
| Admin fee / account holder | $6,779 | $12,943-47.6% | $11,609-41.6% | $14,365-52.8% |