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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 | $39,601 | $54,541-27.4% | $78,778-49.7% | $70,126-43.5% |
| Participation rate | 41.0% | 60.8%-19.8pp | 69.2%-28.2pp | 69.5%-28.5pp |
| Annual return | 11.01% | 21.07%-10.1pp | 35.62%-24.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,802 | $2,210-18.5% | $2,958-39.1% | $3,332-45.9% |
| Admin fee / account holder | $4,890 | $3,709+31.8% | $5,134-4.8% | $4,645+5.3% |