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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 | $34,965 | $67,602-48.3% | $82,312-57.5% | $70,126-50.1% |
| Participation rate | 32.0% | 72.8%-40.8pp | 76.9%-44.9pp | 69.5%-37.5pp |
| Annual return | 8.75% | 21.57%-12.8pp | 25.88%-17.1pp | 73.15%-64.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,395 | $2,987-19.8% | $3,706-35.4% | $3,332-28.1% |
| Admin fee / account holder | $8,199 | $4,512+81.7% | $5,608+46.2% | $4,645+76.5% |