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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 | $52,507-32.1% | $129,406-72.5% | $74,478-52.2% |
| Participation rate | 52.4% | 53.9%-1.5pp | 69.6%-17.3pp | 67.2%-14.8pp |
| Annual return | 10.16% | 15.64%-5.5pp | 9468.18%-9458.0pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $313 | $1,534-79.6% | $4,155-92.5% | $2,626-88.1% |
| Participant deferral / active EE | $1,029 | $2,801-63.3% | $4,167-75.3% | $4,350-76.4% |
| Admin fee / account holder | $3,607 | $2,639+36.7% | $7,689-53.1% | $1,946+85.4% |