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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 | $29,679 | $56,544-47.5% | $75,501-60.7% | $70,124-57.7% |
| Participation rate | 54.8% | 68.1%-13.3pp | 72.4%-17.5pp | 69.5%-14.7pp |
| Annual return | 11.68% | 23.59%-11.9pp | 27.35%-15.7pp | 73.14%-61.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,466 | $2,580-43.2% | $3,142-53.3% | $3,332-56.0% |
| Admin fee / account holder | $8,273 | $3,827+116.2% | $5,801+42.6% | $4,645+78.1% |