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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 | $57,061-44.9% | $85,063-63.0% | $80,911-61.1% |
| Participation rate | 32.8% | 56.3%-23.5pp | 67.5%-34.7pp | 67.6%-34.8pp |
| Annual return | 9.20% | 21.66%-12.5pp | 66.54%-57.3pp | 35.63%-26.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,461 | $3,110-53.0% | $4,523-67.7% | $4,297-66.0% |
| Admin fee / account holder | $5,877 | $4,986+17.9% | $6,155-4.5% | $6,935-15.3% |