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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 | $35,273 | $77,962-54.8% | $178,540-80.2% | $80,935-56.4% |
| Participation rate | 39.2% | 65.7%-26.5pp | 77.1%-37.9pp | 67.7%-28.5pp |
| Annual return | 10.59% | 18.10%-7.5pp | 27.15%-16.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,701 | $4,404-61.4% | $6,281-72.9% | $4,299-60.4% |
| Admin fee / account holder | $960 | $7,156-86.6% | $10,424-90.8% | $6,924-86.1% |