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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 | $54,502 | $52,306+4.2% | $69,779-21.9% | $62,881-13.3% |
| Participation rate | 37.5% | 67.2%-29.7pp | 71.8%-34.3pp | 69.3%-31.8pp |
| Annual return | 2.25% | 13.35%-11.1pp | 12.99%-10.7pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,529 | $2,395-36.2% | $2,931-47.8% | $3,203-52.3% |
| Admin fee / account holder | $891 | $3,691-75.9% | $4,381-79.7% | $4,296-79.3% |