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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 | $30,255 | $48,364-37.4% | $71,796-57.9% | $62,881-51.9% |
| Participation rate | 17.1% | 60.6%-43.5pp | 69.1%-52.0pp | 69.3%-52.2pp |
| Annual return | 3.33% | 13.16%-9.8pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $171 | $1,042-83.6% | $1,924-91.1% | $2,281-92.5% |
| Participant deferral / active EE | $1,779 | $2,091-14.9% | $2,794-36.3% | $3,203-44.5% |
| Admin fee / account holder | $2,190 | $3,771-41.9% | $4,815-54.5% | $4,296-49.0% |