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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 | $57,185 | $60,349-5.2% | $74,184-22.9% | $62,881-9.1% |
| Participation rate | 0.0% | 72.7%-72.7pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 3.38% | 21.38%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $332 | $1,680-80.2% | $2,370-86.0% | $2,281-85.4% |
| Participant deferral / active EE | $1,822 | $2,856-36.2% | $3,550-48.7% | $3,203-43.1% |
| Admin fee / account holder | $3,197 | $4,261-25.0% | $5,586-42.8% | $4,296-25.6% |