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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 | $43,993 | $65,703-33.0% | $94,224-53.3% | $59,632-26.2% |
| Participation rate | 60.0% | 72.1%-12.1pp | 78.8%-18.8pp | 68.7%-8.7pp |
| Annual return | -3.22% | 5.22%-8.4pp | 10.68%-13.9pp | 2041.32%-2044.5pp |
| Employer contribution / active EE | $290 | $2,021-85.7% | $3,587-91.9% | $2,203-86.8% |
| Participant deferral / active EE | $3,514 | $3,143+11.8% | $4,320-18.7% | $3,192+10.1% |
| Admin fee / account holder | $3,917 | $4,264-8.2% | $6,269-37.5% | $4,297-8.9% |