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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 | $42,947 | $27,826+54.3% | $65,583-34.5% | $71,529-40.0% |
| Participation rate | 20.5% | 57.6%-37.1pp | 65.0%-44.5pp | 67.9%-47.4pp |
| Annual return | 15.13% | 41.56%-26.4pp | 47.46%-32.3pp | 28.97%-13.8pp |
| Employer contribution / active EE | $110 | $1,405-92.2% | $1,692-93.5% | $2,590-95.8% |
| Participant deferral / active EE | $654 | $1,861-64.8% | $2,833-76.9% | $4,291-84.8% |
| Admin fee / account holder | $756 | $3,850-80.4% | $4,112-81.6% | $1,588-52.4% |