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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 | $42,040 | $54,541-22.9% | $78,778-46.6% | $70,126-40.1% |
| Participation rate | 56.1% | 60.8%-4.7pp | 69.2%-13.1pp | 69.5%-13.4pp |
| Annual return | 12.05% | 21.07%-9.0pp | 35.62%-23.6pp | 73.15%-61.1pp |
| Employer contribution / active EE | $3 | $1,089-99.7% | $1,986-99.8% | $2,343-99.9% |
| Participant deferral / active EE | $2,828 | $2,210+27.9% | $2,958-4.4% | $3,332-15.1% |
| Admin fee / account holder | $602 | $3,709-83.8% | $5,134-88.3% | $4,645-87.0% |