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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 | $47,260 | $61,125-22.7% | $94,057-49.8% | $87,485-46.0% |
| Participation rate | 51.4% | 64.1%-12.7pp | 73.3%-22.0pp | 68.9%-17.6pp |
| Annual return | 11.67% | 35.20%-23.5pp | 480.62%-468.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,404 | $3,260-56.9% | $4,709-70.2% | $4,274-67.1% |
| Admin fee / account holder | $3,997 | $5,629-29.0% | $7,244-44.8% | $7,775-48.6% |