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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 | $48,530 | $48,364+0.3% | $71,796-32.4% | $62,881-22.8% |
| Participation rate | 37.3% | 60.6%-23.4pp | 69.1%-31.9pp | 69.3%-32.0pp |
| Annual return | 4.78% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,059 | $2,091-49.4% | $2,794-62.1% | $3,203-66.9% |
| Admin fee / account holder | $3,558 | $3,771-5.7% | $4,815-26.1% | $4,296-17.2% |