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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 | $35,825 | $103,164-65.3% | $90,259-60.3% | $154,746-76.8% |
| Participation rate | 36.4% | 76.1%-39.7pp | 70.7%-34.4pp | 80.7%-44.3pp |
| Annual return | 6.88% | 19.25%-12.4pp | 18.88%-12.0pp | 172.34%-165.5pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,476 | $4,422-21.4% | $3,827-9.2% | $6,730-48.4% |
| Admin fee / account holder | $1,780 | $8,593-79.3% | $7,267-75.5% | $14,365-87.6% |