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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 | $29,628 | $47,944-38.2% | $67,834-56.3% | $62,881-52.9% |
| Participation rate | 41.9% | 61.1%-19.2pp | 68.8%-26.9pp | 69.3%-27.4pp |
| Annual return | 4.37% | 11.77%-7.4pp | 138.47%-134.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,043 | $2,247-53.6% | $3,160-67.0% | $3,203-67.4% |
| Admin fee / account holder | $5,077 | $3,712+36.8% | $4,622+9.8% | $4,296+18.2% |