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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 | $35,747 | $60,349-40.8% | $74,184-51.8% | $62,881-43.2% |
| Participation rate | 60.0% | 72.7%-12.7pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 4.61% | 21.38%-16.8pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $316 | $1,680-81.2% | $2,370-86.7% | $2,281-86.1% |
| Participant deferral / active EE | $1,897 | $2,856-33.6% | $3,550-46.6% | $3,203-40.8% |
| Admin fee / account holder | $1,313 | $4,261-69.2% | $5,586-76.5% | $4,296-69.4% |