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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 | $43,538 | $54,690-20.4% | $76,030-42.7% | $74,478-41.5% |
| Participation rate | 67.0% | 60.3%+6.7pp | 69.1%-2.1pp | 67.2%-0.2pp |
| Annual return | 8.68% | 31.92%-23.2pp | 361.54%-352.9pp | 1370.56%-1361.9pp |
| Employer contribution / active EE | $246 | $1,781-86.2% | $2,688-90.8% | $2,626-90.6% |
| Participant deferral / active EE | $1,431 | $3,070-53.4% | $4,257-66.4% | $4,350-67.1% |
| Admin fee / account holder | $6,923 | $2,240+209.1% | $6,421+7.8% | $1,946+255.8% |