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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 | $29,631 | $56,894-47.9% | $84,753-65.0% | $62,881-52.9% |
| Participation rate | 58.2% | 68.5%-10.3pp | 76.6%-18.4pp | 69.3%-11.1pp |
| Annual return | -6.80% | 6.30%-13.1pp | 22.78%-29.6pp | 20.14%-26.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,485 | $2,709-45.2% | $3,712-60.0% | $3,203-53.6% |
| Admin fee / account holder | $888 | $3,581-75.2% | $5,333-83.4% | $4,296-79.3% |