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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 | $34,832 | $54,541-36.1% | $78,778-55.8% | $70,126-50.3% |
| Participation rate | 51.9% | 60.8%-8.9pp | 69.2%-17.3pp | 69.5%-17.6pp |
| Annual return | 10.34% | 21.07%-10.7pp | 35.62%-25.3pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,969 | $2,210-10.9% | $2,958-33.4% | $3,332-40.9% |
| Admin fee / account holder | $2,099 | $3,709-43.4% | $5,134-59.1% | $4,645-54.8% |