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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 | $43,764 | $48,337-9.5% | $67,560-35.2% | $80,959-45.9% |
| Participation rate | 44.1% | 66.4%-22.3pp | 72.9%-28.8pp | 67.7%-23.6pp |
| Annual return | 6.68% | 18.26%-11.6pp | 3533.50%-3526.8pp | 35.67%-29.0pp |
| Employer contribution / active EE | $270 | $2,023-86.6% | $2,737-90.1% | $2,757-90.2% |
| Participant deferral / active EE | $2,016 | $2,928-31.2% | $4,004-49.7% | $4,300-53.1% |
| Admin fee / account holder | $421 | $3,695-88.6% | $3,994-89.5% | $6,925-93.9% |