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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 | $43,675 | $48,337-9.6% | $67,560-35.4% | $80,959-46.1% |
| Participation rate | 30.3% | 66.4%-36.1pp | 72.9%-42.6pp | 67.7%-37.4pp |
| Annual return | 11.04% | 18.26%-7.2pp | 3533.50%-3522.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $258 | $2,023-87.3% | $2,737-90.6% | $2,757-90.7% |
| Participant deferral / active EE | $1,429 | $2,928-51.2% | $4,004-64.3% | $4,300-66.8% |
| Admin fee / account holder | $4,779 | $3,695+29.3% | $3,994+19.6% | $6,925-31.0% |