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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 | $36,920 | $72,273-48.9% | $101,275-63.5% | $79,856-53.8% |
| Participation rate | 40.6% | 68.5%-27.8pp | 75.8%-35.2pp | 69.6%-29.0pp |
| Annual return | 6.24% | 22.30%-16.1pp | 46.48%-40.2pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,166 | $3,282-34.0% | $4,371-50.4% | $3,741-42.1% |
| Admin fee / account holder | $333 | $4,401-92.4% | $5,948-94.4% | $5,306-93.7% |