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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 | $37,160 | $81,947-54.7% | $105,387-64.7% | $72,975-49.1% |
| Participation rate | 35.2% | 76.5%-41.4pp | 82.6%-47.4pp | 69.5%-34.3pp |
| Annual return | 16.85% | 42.90%-26.0pp | 26.82%-10.0pp | 81.01%-64.2pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,695 | $4,494-40.0% | $5,502-51.0% | $3,608-25.3% |
| Admin fee / account holder | $1,144 | $6,258-81.7% | $6,559-82.6% | $5,124-77.7% |