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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 | $31,565 | $54,541-42.1% | $78,778-59.9% | $70,126-55.0% |
| Participation rate | 53.3% | 60.8%-7.5pp | 69.2%-15.9pp | 69.5%-16.2pp |
| Annual return | 11.08% | 21.07%-10.0pp | 35.62%-24.5pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,869 | $2,210-15.4% | $2,958-36.8% | $3,332-43.9% |
| Admin fee / account holder | $1,140 | $3,709-69.2% | $5,134-77.8% | $4,645-75.5% |