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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 | $37,801 | $99,345-61.9% | $84,753-55.4% | $273,972-86.2% |
| Participation rate | 57.1% | 80.7%-23.6pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 1.85% | 22.93%-21.1pp | 22.78%-20.9pp | 41.46%-39.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,152 | $4,270-73.0% | $3,712-69.0% | $5,287-78.2% |
| Admin fee / account holder | $4,832 | $6,645-27.3% | $5,333-9.4% | $10,133-52.3% |