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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 | $35,627 | $52,450-32.1% | $129,339-72.5% | $74,400-52.1% |
| Participation rate | 52.4% | 53.8%-1.5pp | 69.6%-17.3pp | 67.2%-14.8pp |
| Annual return | 10.16% | 15.65%-5.5pp | 9437.05%-9426.9pp | 1367.51%-1357.4pp |
| Employer contribution / active EE | $313 | $1,532-79.6% | $4,154-92.5% | $2,624-88.1% |
| Participant deferral / active EE | $1,029 | $2,797-63.2% | $4,170-75.3% | $4,348-76.3% |
| Admin fee / account holder | $3,607 | $2,636+36.9% | $7,668-53.0% | $1,944+85.6% |