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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 | $13,137 | $114,119-88.5% | $107,187-87.7% | $138,895-90.5% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 2.33% | 273.21%-270.9pp | 204.55%-202.2pp | 145.39%-143.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,516 | $5,538-36.5% | $5,096-31.0% | $6,396-45.0% |
| Admin fee / account holder | $1,533 | $10,024-84.7% | $9,162-83.3% | $12,562-87.8% |