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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 | $46,727 | $101,591-54.0% | $147,096-68.2% | $74,429-37.2% |
| Participation rate | 68.6% | 75.5%-7.0pp | 82.2%-13.6pp | 67.2%+1.4pp |
| Annual return | 11.17% | 8746.45%-8735.3pp | 419.75%-408.6pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $835 | $3,813-78.1% | $4,936-83.1% | $2,625-68.2% |
| Participant deferral / active EE | $3,300 | $7,302-54.8% | $8,071-59.1% | $4,348-24.1% |
| Admin fee / account holder | $1,998 | $1,750+14.2% | $13,005-84.6% | $1,944+2.8% |