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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 | $63,378 | $64,010-1.0% | $108,359-41.5% | $64,340-1.5% |
| Participation rate | 42.4% | 49.4%-7.0pp | 70.1%-27.7pp | 55.2%-12.9pp |
| Annual return | 7.52% | 19.74%-12.2pp | 36.89%-29.4pp | 24.14%-16.6pp |
| Employer contribution / active EE | $142 | $1,029-86.2% | $2,399-94.1% | $1,862-92.4% |
| Participant deferral / active EE | $2,747 | $2,395+14.7% | $4,137-33.6% | $2,980-7.8% |
| Admin fee / account holder | $40,283 | $4,885+724.7% | $9,741+313.5% | $3,703+988.0% |