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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 | $47,676 | $62,166-23.3% | $81,286-41.3% | $74,429-35.9% |
| Participation rate | 58.8% | 64.1%-5.2pp | 69.5%-10.7pp | 67.2%-8.4pp |
| Annual return | 10.76% | 16.50%-5.7pp | 24.80%-14.0pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $441 | $1,881-76.5% | $2,463-82.1% | $2,625-83.2% |
| Participant deferral / active EE | $2,987 | $3,223-7.3% | $3,883-23.1% | $4,348-31.3% |
| Admin fee / account holder | $4,211 | $1,925+118.8% | $5,764-26.9% | $1,944+116.6% |