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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 | $42,840 | $71,215-39.8% | $93,696-54.3% | $80,935-47.1% |
| Participation rate | 46.3% | 60.4%-14.1pp | 68.7%-22.5pp | 67.7%-21.4pp |
| Annual return | 7.41% | 11.27%-3.9pp | 133.74%-126.3pp | 35.66%-28.3pp |
| Employer contribution / active EE | $236 | $1,565-84.9% | $2,422-90.3% | $2,757-91.5% |
| Participant deferral / active EE | $4,025 | $4,037-0.3% | $4,417-8.9% | $4,299-6.4% |
| Admin fee / account holder | $4,343 | $6,958-37.6% | $8,287-47.6% | $6,924-37.3% |