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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 | $73,459-49.5% | $178,449-79.2% | $74,400-50.1% |
| Participation rate | 62.6% | 66.6%-4.0pp | 77.1%-14.5pp | 67.2%-4.6pp |
| Annual return | 9.71% | 17.50%-7.8pp | 27.09%-17.4pp | 1367.51%-1357.8pp |
| Employer contribution / active EE | $296 | $2,219-86.7% | $3,951-92.5% | $2,624-88.7% |
| Participant deferral / active EE | $2,428 | $4,515-46.2% | $6,277-61.3% | $4,348-44.2% |
| Admin fee / account holder | $2,735 | $1,812+51.0% | $10,362-73.6% | $1,944+40.7% |