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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 | $33,205 | $76,564-56.6% | $105,582-68.6% | $94,015-64.7% |
| Participation rate | 44.0% | 65.2%-21.2pp | 71.8%-27.8pp | 70.8%-26.8pp |
| Annual return | 3.38% | 20.69%-17.3pp | 18.61%-15.2pp | 17.84%-14.5pp |
| Employer contribution / active EE | $15 | $1,995-99.2% | $2,984-99.5% | $2,790-99.5% |
| Participant deferral / active EE | $3,634 | $3,320+9.5% | $4,353-16.5% | $4,249-14.5% |
| Admin fee / account holder | $4,231 | $7,129-40.6% | $12,856-67.1% | $8,951-52.7% |