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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 | $41,043 | $65,566-37.4% | $86,235-52.4% | $75,177-45.4% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 8.93% | 46.07%-37.1pp | 1170.03%-1161.1pp | 160.75%-151.8pp |
| Employer contribution / active EE | $271 | $1,553-82.5% | $2,381-88.6% | $2,671-89.8% |
| Participant deferral / active EE | $2,072 | $3,023-31.5% | $3,987-48.0% | $4,126-49.8% |
| Admin fee / account holder | $3,641 | $5,470-33.4% | $6,856-46.9% | $5,651-35.6% |