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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 | $39,242 | $153,769-74.5% | $133,975-70.7% | $273,972-85.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | -2.40% | 36.51%-38.9pp | 29.29%-31.7pp | 41.46%-43.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,241 | $6,958-53.4% | $6,282-48.4% | $5,287-38.7% |
| Admin fee / account holder | $2,516 | $11,765-78.6% | $9,324-73.0% | $10,133-75.2% |