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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 | $37,811 | $153,769-75.4% | $133,975-71.8% | $273,972-86.2% |
| Participation rate | 45.5% | 88.4%-42.9pp | 87.1%-41.6pp | 83.0%-37.6pp |
| Annual return | 0.03% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.4pp |
| Employer contribution / active EE | $1,040 | $6,029-82.7% | $5,211-80.0% | $4,869-78.6% |
| Participant deferral / active EE | $3,809 | $6,958-45.3% | $6,282-39.4% | $5,287-28.0% |
| Admin fee / account holder | $691 | $11,765-94.1% | $9,324-92.6% | $10,133-93.2% |