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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 | $44,307 | $53,128-16.6% | $86,582-48.8% | $70,126-36.8% |
| Participation rate | 41.7% | 65.3%-23.6pp | 73.5%-31.9pp | 69.5%-27.9pp |
| Annual return | 7.15% | 27.66%-20.5pp | 965.08%-957.9pp | 73.15%-66.0pp |
| Employer contribution / active EE | $150 | $2,068-92.7% | $2,839-94.7% | $2,343-93.6% |
| Participant deferral / active EE | $2,160 | $2,695-19.8% | $3,609-40.1% | $3,332-35.2% |
| Admin fee / account holder | $681 | $3,584-81.0% | $4,904-86.1% | $4,645-85.3% |