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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 | $43,511 | $48,078-9.5% | $78,676-44.7% | $62,881-30.8% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 1.24% | 31.36%-30.1pp | 62.19%-61.0pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,334 | $2,587-9.8% | $3,517-33.6% | $3,203-27.1% |
| Admin fee / account holder | $2,032 | $3,206-36.6% | $4,510-55.0% | $4,296-52.7% |