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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 | $40,134 | $37,446+7.2% | $77,513-48.2% | $79,852-49.7% |
| Participation rate | 13.2% | 41.5%-28.3pp | 54.2%-41.0pp | 69.6%-56.4pp |
| Annual return | 2.47% | 39.76%-37.3pp | 54.81%-52.3pp | 31.72%-29.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $471 | $1,261-62.7% | $1,861-74.7% | $3,740-87.4% |
| Admin fee / account holder | $393 | $2,506-84.3% | $2,859-86.3% | $5,306-92.6% |