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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 | $33,414 | $43,496-23.2% | $161,489-79.3% | $64,340-48.1% |
| Participation rate | 46.5% | 53.5%-7.0pp | 78.7%-32.2pp | 55.2%-8.7pp |
| Annual return | 10.55% | 20.76%-10.2pp | 89.72%-79.2pp | 24.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,047 | $1,996-47.5% | $5,630-81.4% | $2,980-64.9% |
| Admin fee / account holder | $4,798 | $2,330+105.9% | $16,006-70.0% | $3,703+29.6% |