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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 | $37,622 | $71,215-47.2% | $93,696-59.8% | $80,935-53.5% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.7%-28.4pp |
| Annual return | 9.05% | 11.27%-2.2pp | 133.74%-124.7pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,884 | $4,037-53.3% | $4,417-57.3% | $4,299-56.2% |
| Admin fee / account holder | $6,650 | $6,958-4.4% | $8,287-19.7% | $6,924-4.0% |