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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 | $52,155 | $54,679-4.6% | $76,119-31.5% | $74,459-30.0% |
| Participation rate | 44.4% | 60.3%-16.0pp | 69.1%-24.7pp | 67.2%-22.8pp |
| Annual return | 10.14% | 31.90%-21.8pp | 361.25%-351.1pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $328 | $1,781-81.6% | $2,693-87.8% | $2,626-87.5% |
| Participant deferral / active EE | $2,299 | $3,072-25.2% | $4,259-46.0% | $4,350-47.1% |
| Admin fee / account holder | $1,984 | $2,238-11.3% | $6,421-69.1% | $1,945+2.0% |