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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 | $36,948+7.2% | $73,658-46.2% | $87,485-54.7% |
| Participation rate | 24.0% | 46.8%-22.8pp | 57.0%-33.0pp | 68.9%-44.9pp |
| Annual return | 12.97% | 28.64%-15.7pp | 29.72%-16.8pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,201 | $1,379-12.9% | $2,062-41.8% | $4,274-71.9% |
| Admin fee / account holder | $1,635 | $2,531-35.4% | $3,357-51.3% | $7,775-79.0% |