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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 | $39,794 | $60,349-34.1% | $74,184-46.4% | $62,881-36.7% |
| Participation rate | 45.5% | 72.7%-27.3pp | 76.6%-31.2pp | 69.3%-23.9pp |
| Annual return | 1.37% | 21.38%-20.0pp | 17.74%-16.4pp | 20.14%-18.8pp |
| Employer contribution / active EE | $100 | $1,680-94.0% | $2,370-95.8% | $2,281-95.6% |
| Participant deferral / active EE | $1,773 | $2,856-37.9% | $3,550-50.1% | $3,203-44.7% |
| Admin fee / account holder | $8,112 | $4,261+90.4% | $5,586+45.2% | $4,296+88.8% |