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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 | $43,828 | $58,391-24.9% | $76,667-42.8% | $72,976-39.9% |
| Participation rate | 42.1% | 67.4%-25.3pp | 72.1%-30.0pp | 69.5%-27.4pp |
| Annual return | 15.50% | 2306.65%-2291.2pp | 1166.74%-1151.2pp | 81.02%-65.5pp |
| Employer contribution / active EE | $321 | $1,787-82.0% | $2,303-86.1% | $2,440-86.8% |
| Participant deferral / active EE | $3,219 | $2,690+19.6% | $3,336-3.5% | $3,608-10.8% |
| Admin fee / account holder | $2,051 | $4,014-48.9% | $6,423-68.1% | $5,124-60.0% |