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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 | $54,183 | $54,541-0.7% | $78,778-31.2% | $70,126-22.7% |
| Participation rate | 33.3% | 60.8%-27.5pp | 69.2%-35.9pp | 69.5%-36.2pp |
| Annual return | 10.44% | 21.07%-10.6pp | 35.62%-25.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,083 | $2,210-51.0% | $2,958-63.4% | $3,332-67.5% |
| Admin fee / account holder | $9,433 | $3,709+154.4% | $5,134+83.7% | $4,645+103.1% |