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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 | $34,710 | $76,551-54.7% | $123,894-72.0% | $62,881-44.8% |
| Participation rate | 42.9% | 73.0%-30.1pp | 81.4%-38.6pp | 69.3%-26.4pp |
| Annual return | 4.79% | 18.68%-13.9pp | 47.52%-42.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,499 | $4,840-48.4% | $5,984-58.2% | $3,203-22.0% |
| Admin fee / account holder | $1,175 | $4,826-75.6% | $8,357-85.9% | $4,296-72.6% |