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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 | $38,416 | $60,349-36.3% | $74,183-48.2% | $62,891-38.9% |
| Participation rate | 65.6% | 72.7%-7.1pp | 76.6%-11.0pp | 69.3%-3.7pp |
| Annual return | 4.36% | 21.37%-17.0pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,649 | $2,856-42.2% | $3,550-53.5% | $3,203-48.5% |
| Admin fee / account holder | $426 | $4,261-90.0% | $5,586-92.4% | $4,296-90.1% |