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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 | $28,930 | $59,332-51.2% | $90,223-67.9% | $59,633-51.5% |
| Participation rate | 34.8% | 71.9%-37.1pp | 79.0%-44.3pp | 68.7%-33.9pp |
| Annual return | -3.28% | 3.25%-6.5pp | 1.31%-4.6pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $545 | $3,031-82.0% | $4,378-87.6% | $2,203-75.3% |
| Participant deferral / active EE | $1,793 | $4,369-59.0% | $5,792-69.0% | $3,192-43.8% |
| Admin fee / account holder | $2,168 | $5,032-56.9% | $7,406-70.7% | $4,297-49.5% |