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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 | $42,681 | $60,349-29.3% | $74,184-42.5% | $62,881-32.1% |
| Participation rate | 29.4% | 72.7%-43.3pp | 76.6%-47.2pp | 69.3%-39.9pp |
| Annual return | 3.65% | 21.38%-17.7pp | 17.74%-14.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $271 | $1,680-83.8% | $2,370-88.5% | $2,281-88.1% |
| Participant deferral / active EE | $1,310 | $2,856-54.1% | $3,550-63.1% | $3,203-59.1% |
| Admin fee / account holder | $3,383 | $4,261-20.6% | $5,586-39.4% | $4,296-21.2% |