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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 | $43,407 | $78,670-44.8% | $109,173-60.2% | $85,847-49.4% |
| Participation rate | 54.8% | 68.3%-13.4pp | 75.9%-21.0pp | 69.3%-14.5pp |
| Annual return | 8.96% | 25.09%-16.1pp | 25.75%-16.8pp | 318.61%-309.6pp |
| Employer contribution / active EE | $435 | $2,734-84.1% | $3,723-88.3% | $2,565-83.1% |
| Participant deferral / active EE | $1,945 | $3,467-43.9% | $4,654-58.2% | $3,952-50.8% |
| Admin fee / account holder | $9,051 | $5,469+65.5% | $6,755+34.0% | $6,261+44.6% |