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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 | $31,444 | $57,119-45.0% | $85,187-63.1% | $80,935-61.1% |
| Participation rate | 32.8% | 56.4%-23.6pp | 67.5%-34.7pp | 67.7%-34.8pp |
| Annual return | 9.20% | 21.70%-12.5pp | 66.67%-57.5pp | 35.66%-26.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,461 | $3,115-53.1% | $4,525-67.7% | $4,299-66.0% |
| Admin fee / account holder | $5,877 | $4,990+17.8% | $6,162-4.6% | $6,924-15.1% |