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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 | $34,549 | $52,903-34.7% | $73,309-52.9% | $59,632-42.1% |
| Participation rate | 60.7% | 68.2%-7.5pp | 74.9%-14.2pp | 68.7%-8.0pp |
| Annual return | -2.67% | 12.20%-14.9pp | 5.67%-8.3pp | 2041.32%-2044.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,710 | $4,069+15.7% | $4,991-5.6% | $3,192+47.6% |
| Admin fee / account holder | $5,153 | $3,834+34.4% | $5,637-8.6% | $4,297+19.9% |