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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 | $37,014 | $58,828-37.1% | $78,002-52.5% | $62,891-41.1% |
| Participation rate | 44.0% | 71.1%-27.1pp | 75.5%-31.5pp | 69.3%-25.3pp |
| Annual return | 1.08% | 17.16%-16.1pp | 425.99%-424.9pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,181 | $2,686+130.2% | $3,497+76.8% | $3,203+93.0% |
| Admin fee / account holder | $4,889 | $4,393+11.3% | $5,481-10.8% | $4,296+13.8% |