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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 | $39,626 | $37,156+6.6% | $83,854-52.7% | $86,983-54.4% |
| Participation rate | 24.0% | 49.1%-25.1pp | 59.1%-35.1pp | 69.5%-45.5pp |
| Annual return | 12.97% | 29.88%-16.9pp | 31.39%-18.4pp | 25.83%-12.9pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,201 | $1,418-15.3% | $2,035-41.0% | $4,194-71.4% |
| Admin fee / account holder | $1,635 | $2,510-34.9% | $3,197-48.9% | $7,856-79.2% |