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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 | $42,141 | $115,225-63.4% | $100,712-58.2% | $138,895-69.7% |
| Participation rate | 20.0% | 74.3%-54.3pp | 69.3%-49.3pp | 79.9%-59.9pp |
| Annual return | 1.89% | 40.35%-38.5pp | 33.27%-31.4pp | 145.39%-143.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,421 | $4,699-69.8% | $4,085-65.2% | $6,396-77.8% |
| Admin fee / account holder | $4,595 | $10,844-57.6% | $9,256-50.4% | $12,562-63.4% |