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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 | $47,457 | $56,200-15.6% | $67,653-29.9% | $59,633-20.4% |
| Participation rate | 38.0% | 71.5%-33.5pp | 75.7%-37.7pp | 68.7%-30.7pp |
| Annual return | -3.90% | 18506.71%-18510.6pp | 6625.22%-6629.1pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $243 | $1,615-85.0% | $2,266-89.3% | $2,203-89.0% |
| Participant deferral / active EE | $1,772 | $2,843-37.7% | $3,560-50.2% | $3,192-44.5% |
| Admin fee / account holder | $615 | $3,959-84.5% | $4,821-87.3% | $4,297-85.7% |