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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 | $42,044 | $49,255-14.6% | $70,494-40.4% | $79,856-47.3% |
| Participation rate | 37.5% | 69.2%-31.7pp | 75.1%-37.6pp | 69.6%-32.1pp |
| Annual return | 4.55% | 30.10%-25.6pp | 109.16%-104.6pp | 31.71%-27.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,523 | $2,768-45.0% | $3,711-59.0% | $3,741-59.3% |
| Admin fee / account holder | $5,782 | $2,879+100.8% | $3,848+50.3% | $5,306+9.0% |