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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 | $46,973 | $73,978-36.5% | $96,515-51.3% | $75,173-37.5% |
| Participation rate | 56.0% | 66.4%-10.4pp | 74.3%-18.3pp | 67.2%-11.2pp |
| Annual return | 0.19% | 26.72%-26.5pp | 35.73%-35.5pp | 160.72%-160.5pp |
| Employer contribution / active EE | $448 | $2,931-84.7% | $3,740-88.0% | $2,671-83.2% |
| Participant deferral / active EE | $4,046 | $3,660+10.5% | $4,880-17.1% | $4,126-1.9% |
| Admin fee / account holder | $448 | $5,219-91.4% | $6,735-93.3% | $5,651-92.1% |