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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 | $37,978 | $71,215-46.7% | $93,696-59.5% | $80,935-53.1% |
| Participation rate | 31.3% | 60.4%-29.2pp | 68.7%-37.5pp | 67.7%-36.4pp |
| Annual return | 8.45% | 11.27%-2.8pp | 133.74%-125.3pp | 35.66%-27.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,113 | $4,037-47.7% | $4,417-52.2% | $4,299-50.9% |
| Admin fee / account holder | $2,333 | $6,958-66.5% | $8,287-71.8% | $6,924-66.3% |