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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 | $44,070 | $80,781-45.4% | $102,437-57.0% | $74,478-40.8% |
| Participation rate | 67.7% | 65.7%+2.1pp | 74.5%-6.8pp | 67.2%+0.5pp |
| Annual return | 9.44% | 27.58%-18.1pp | 24.95%-15.5pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $580 | $3,160-81.6% | $3,871-85.0% | $2,626-77.9% |
| Participant deferral / active EE | $3,433 | $3,862-11.1% | $5,060-32.2% | $4,350-21.1% |
| Admin fee / account holder | $4,920 | $2,372+107.4% | $8,388-41.3% | $1,946+152.8% |