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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 | $40,251 | $63,809-36.9% | $81,353-50.5% | $80,935-50.3% |
| Participation rate | 52.9% | 63.9%-11.0pp | 69.5%-16.6pp | 67.7%-14.7pp |
| Annual return | 7.13% | 16.37%-9.2pp | 24.82%-17.7pp | 35.66%-28.5pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,655 | $3,093+115.2% | $3,885+71.3% | $4,299+54.8% |
| Admin fee / account holder | $32,577 | $5,686+473.0% | $5,766+464.9% | $6,924+370.5% |