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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 | $42,115 | $53,128-20.7% | $86,582-51.4% | $70,126-39.9% |
| Participation rate | 55.6% | 65.3%-9.7pp | 73.5%-18.0pp | 69.5%-14.0pp |
| Annual return | 11.16% | 27.66%-16.5pp | 965.08%-953.9pp | 73.15%-62.0pp |
| Employer contribution / active EE | $45 | $2,068-97.8% | $2,839-98.4% | $2,343-98.1% |
| Participant deferral / active EE | $2,604 | $2,695-3.4% | $3,609-27.8% | $3,332-21.8% |
| Admin fee / account holder | $1,468 | $3,584-59.0% | $4,904-70.1% | $4,645-68.4% |