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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 | $32,130 | $59,440-45.9% | $78,004-58.8% | $82,637-61.1% |
| Participation rate | 30.2% | 62.8%-32.6pp | 69.4%-39.2pp | 68.1%-37.8pp |
| Annual return | 12.89% | 40.24%-27.3pp | 31.07%-18.2pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,499 | $3,138-52.2% | $4,092-63.4% | $4,126-63.7% |
| Admin fee / account holder | $3,579 | $5,504-35.0% | $7,578-52.8% | $7,339-51.2% |