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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 | $28,985 | $52,279-44.6% | $89,414-67.6% | $79,852-63.7% |
| Participation rate | 20.0% | 57.5%-37.5pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | 1.74% | 22.16%-20.4pp | 245.50%-243.8pp | 31.72%-30.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,272 | $2,740+19.4% | $3,890-15.9% | $3,740-12.5% |
| Admin fee / account holder | $7,432 | $3,356+121.4% | $4,883+52.2% | $5,306+40.1% |