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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 | $39,121 | $57,065-31.4% | $75,670-48.3% | $70,131-44.2% |
| Participation rate | 37.5% | 68.1%-30.6pp | 72.3%-34.8pp | 69.5%-32.0pp |
| Annual return | 4.31% | 23.57%-19.3pp | 27.34%-23.0pp | 73.14%-68.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,587 | $2,580-38.5% | $3,142-49.5% | $3,332-52.4% |
| Admin fee / account holder | $36,184 | $3,825+846.0% | $5,800+523.9% | $4,645+678.9% |