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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 | $71,208-39.8% | $93,681-54.3% | $80,911-47.1% |
| Participation rate | 46.3% | 60.4%-14.1pp | 68.7%-22.5pp | 67.6%-21.4pp |
| Annual return | 7.41% | 11.27%-3.9pp | 133.47%-126.1pp | 35.63%-28.2pp |
| Employer contribution / active EE | $236 | $1,564-84.9% | $2,422-90.3% | $2,756-91.5% |
| Participant deferral / active EE | $4,025 | $4,035-0.2% | $4,415-8.8% | $4,297-6.3% |
| Admin fee / account holder | $4,343 | $6,951-37.5% | $8,290-47.6% | $6,935-37.4% |