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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 | $39,625 | $71,230-44.4% | $93,727-57.7% | $80,959-51.1% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.7%-27.7pp |
| Annual return | 4.20% | 11.26%-7.1pp | 133.83%-129.6pp | 35.67%-31.5pp |
| Employer contribution / active EE | $151 | $1,565-90.3% | $2,421-93.8% | $2,757-94.5% |
| Participant deferral / active EE | $2,505 | $4,037-37.9% | $4,417-43.3% | $4,300-41.7% |
| Admin fee / account holder | $1,569 | $6,961-77.5% | $8,292-81.1% | $6,925-77.3% |