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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 | $75,488 | $55,457+36.1% | $77,361-2.4% | $94,015-19.7% |
| Participation rate | 46.9% | 69.8%-22.9pp | 75.0%-28.1pp | 70.8%-23.9pp |
| Annual return | 5.43% | 15.57%-10.1pp | 1011.54%-1006.1pp | 17.84%-12.4pp |
| Employer contribution / active EE | $432 | $2,255-80.8% | $2,990-85.6% | $2,790-84.5% |
| Participant deferral / active EE | $4,393 | $3,069+43.1% | $3,911+12.3% | $4,249+3.4% |
| Admin fee / account holder | $5,116 | $4,334+18.1% | $5,894-13.2% | $8,951-42.8% |