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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 | $32,762 | $54,541-39.9% | $78,778-58.4% | $70,131-53.3% |
| Participation rate | 46.4% | 60.8%-14.4pp | 69.2%-22.8pp | 69.5%-23.1pp |
| Annual return | 12.20% | 21.07%-8.9pp | 35.62%-23.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,511 | $2,210-31.6% | $2,958-48.9% | $3,332-54.6% |
| Admin fee / account holder | $3,573 | $3,709-3.7% | $5,134-30.4% | $4,645-23.1% |