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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 | $38,524 | $45,123-14.6% | $85,240-54.8% | $74,478-48.3% |
| Participation rate | 43.6% | 49.4%-5.8pp | 67.5%-24.0pp | 67.2%-23.7pp |
| Annual return | 10.38% | 26.32%-15.9pp | 66.75%-56.4pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $48 | $1,459-96.7% | $2,735-98.2% | $2,626-98.2% |
| Participant deferral / active EE | $2,730 | $2,736-0.2% | $4,527-39.7% | $4,350-37.3% |
| Admin fee / account holder | $2,453 | $2,215+10.8% | $6,165-60.2% | $1,946+26.1% |