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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 | $39,237 | $81,504-51.9% | $102,437-61.7% | $80,959-51.5% |
| Participation rate | 51.6% | 66.9%-15.2pp | 74.5%-22.9pp | 67.7%-16.1pp |
| Annual return | 0.99% | 25.60%-24.6pp | 24.95%-24.0pp | 35.67%-34.7pp |
| Employer contribution / active EE | $459 | $3,104-85.2% | $3,871-88.1% | $2,757-83.4% |
| Participant deferral / active EE | $2,684 | $3,871-30.7% | $5,060-47.0% | $4,300-37.6% |
| Admin fee / account holder | $20,021 | $6,719+198.0% | $8,388+138.7% | $6,925+189.1% |