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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 | $42,432 | $62,164-31.7% | $81,482-47.9% | $74,400-43.0% |
| Participation rate | 52.3% | 64.1%-11.7pp | 69.5%-17.2pp | 67.2%-14.9pp |
| Annual return | 10.74% | 16.50%-5.8pp | 24.79%-14.0pp | 1367.51%-1356.8pp |
| Employer contribution / active EE | $349 | $1,884-81.5% | $2,463-85.8% | $2,624-86.7% |
| Participant deferral / active EE | $2,505 | $3,230-22.5% | $3,885-35.5% | $4,348-42.4% |
| Admin fee / account holder | $1,735 | $1,923-9.8% | $5,761-69.9% | $1,944-10.7% |