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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 | $37,115 | $73,532-49.5% | $178,540-79.2% | $74,459-50.2% |
| Participation rate | 62.6% | 66.6%-4.0pp | 77.1%-14.5pp | 67.2%-4.6pp |
| Annual return | 9.71% | 17.51%-7.8pp | 27.15%-17.4pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $296 | $2,221-86.7% | $3,953-92.5% | $2,626-88.7% |
| Participant deferral / active EE | $2,428 | $4,519-46.3% | $6,281-61.3% | $4,350-44.2% |
| Admin fee / account holder | $2,735 | $1,813+50.9% | $10,424-73.8% | $1,945+40.7% |