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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 | $41,780 | $96,562-56.7% | $80,976-48.4% | $273,968-84.8% |
| Participation rate | 36.4% | 79.1%-42.7pp | 75.8%-39.5pp | 83.0%-46.7pp |
| Annual return | 2.03% | 15.14%-13.1pp | 17.10%-15.1pp | 41.45%-39.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,799 | $6,597-57.6% | $5,696-50.9% | $5,287-47.1% |
| Admin fee / account holder | $1,774 | $7,493-76.3% | $5,516-67.8% | $10,132-82.5% |