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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 | $39,409 | $71,230-44.7% | $93,727-58.0% | $80,959-51.3% |
| Participation rate | 50.5% | 60.4%-9.8pp | 68.7%-18.2pp | 67.7%-17.1pp |
| Annual return | 1.68% | 11.26%-9.6pp | 133.83%-132.2pp | 35.67%-34.0pp |
| Employer contribution / active EE | $1 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,866 | $4,037-29.0% | $4,417-35.1% | $4,300-33.3% |
| Admin fee / account holder | $3,836 | $6,961-44.9% | $8,292-53.7% | $6,925-44.6% |