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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 | $48,458 | $110,240-56.0% | $96,544-49.8% | $139,487-65.3% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 0.93% | 26.41%-25.5pp | 25.88%-25.0pp | 373.84%-372.9pp |
| Employer contribution / active EE | $759 | $3,622-79.0% | $2,966-74.4% | $4,755-84.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $495 | $11,602-95.7% | $8,254-94.0% | $11,407-95.7% |