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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 | $34,124 | $67,602-49.5% | $82,312-58.5% | $70,126-51.3% |
| Participation rate | 32.8% | 72.8%-40.0pp | 76.9%-44.1pp | 69.5%-36.8pp |
| Annual return | 5.69% | 21.57%-15.9pp | 25.88%-20.2pp | 73.15%-67.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,382 | $2,987-53.7% | $3,706-62.7% | $3,332-58.5% |
| Admin fee / account holder | $391 | $4,512-91.3% | $5,608-93.0% | $4,645-91.6% |