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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 | $34,603 | $48,364-28.5% | $71,796-51.8% | $62,881-45.0% |
| Participation rate | 27.0% | 60.6%-33.6pp | 69.1%-42.1pp | 69.3%-42.3pp |
| Annual return | 4.56% | 13.16%-8.6pp | 78.04%-73.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,264 | $2,091-39.5% | $2,794-54.8% | $3,203-60.5% |
| Admin fee / account holder | $3,075 | $3,771-18.5% | $4,815-36.1% | $4,296-28.4% |