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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 | $47,572 | $49,239-3.4% | $70,462-32.5% | $79,858-40.4% |
| Participation rate | 44.4% | 69.2%-24.7pp | 75.1%-30.6pp | 69.6%-25.2pp |
| Annual return | 3.32% | 30.08%-26.8pp | 109.08%-105.8pp | 31.72%-28.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,355 | $2,769-15.0% | $3,710-36.5% | $3,740-37.0% |
| Admin fee / account holder | $7,859 | $2,876+173.2% | $3,845+104.4% | $5,306+48.1% |