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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 | $39,265 | $47,944-18.1% | $67,834-42.1% | $62,881-37.6% |
| Participation rate | 34.1% | 61.1%-26.9pp | 68.8%-34.7pp | 69.3%-35.2pp |
| Annual return | 1.34% | 11.77%-10.4pp | 138.47%-137.1pp | 20.14%-18.8pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,376 | $2,247-38.8% | $3,160-56.5% | $3,203-57.0% |
| Admin fee / account holder | $5,106 | $3,712+37.6% | $4,622+10.5% | $4,296+18.9% |