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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 | $32,142 | $57,119-43.7% | $85,187-62.3% | $80,935-60.3% |
| Participation rate | 40.0% | 56.4%-16.4pp | 67.5%-27.5pp | 67.7%-27.7pp |
| Annual return | 9.59% | 21.70%-12.1pp | 66.67%-57.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,696 | $3,115-45.5% | $4,525-62.5% | $4,299-60.5% |
| Admin fee / account holder | $989 | $4,990-80.2% | $6,162-84.0% | $6,924-85.7% |