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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 | $43,550 | $60,349-27.8% | $74,184-41.3% | $62,881-30.7% |
| Participation rate | 35.0% | 72.7%-37.7pp | 76.6%-41.6pp | 69.3%-34.3pp |
| Annual return | 3.73% | 21.38%-17.6pp | 17.74%-14.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $157 | $1,680-90.6% | $2,370-93.4% | $2,281-93.1% |
| Participant deferral / active EE | $1,450 | $2,856-49.3% | $3,550-59.2% | $3,203-54.7% |
| Admin fee / account holder | $3,310 | $4,261-22.3% | $5,586-40.7% | $4,296-22.9% |