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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 | $97,289-68.8% | $92,805-67.3% | $155,188-80.5% |
| Participation rate | 30.0% | 84.2%-54.2pp | 83.5%-53.5pp | 80.8%-50.8pp |
| Annual return | -1.46% | 29.03%-30.5pp | 31.59%-33.0pp | 148.84%-150.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,129 | $8,795-64.4% | $8,448-63.0% | $6,531-52.1% |
| Admin fee / account holder | $6,779 | $12,015-43.6% | $10,911-37.9% | $14,480-53.2% |