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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 | $37,719 | $81,331-53.6% | $155,534-75.7% | $80,935-53.4% |
| Participation rate | 63.1% | 66.3%-3.2pp | 78.2%-15.1pp | 67.7%-4.6pp |
| Annual return | 9.98% | 33.37%-23.4pp | 64.92%-54.9pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,454 | $3,454-29.0% | $5,630-56.4% | $4,299-42.9% |
| Admin fee / account holder | $6,367 | $7,999-20.4% | $15,900-60.0% | $6,924-8.0% |