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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 | $38,380 | $54,380-29.4% | $68,509-44.0% | $59,633-35.6% |
| Participation rate | 61.5% | 70.2%-8.7pp | 74.7%-13.2pp | 68.7%-7.1pp |
| Annual return | -3.53% | 2.83%-6.4pp | 8.27%-11.8pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $271 | $1,539-82.4% | $2,278-88.1% | $2,203-87.7% |
| Participant deferral / active EE | $1,357 | $2,643-48.7% | $3,382-59.9% | $3,192-57.5% |
| Admin fee / account holder | $2,311 | $3,885-40.5% | $5,275-56.2% | $4,297-46.2% |