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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 | $49,976-5.4% | $66,674-29.1% | $82,637-42.8% |
| Participation rate | 51.4% | 63.1%-11.7pp | 73.7%-22.3pp | 68.1%-16.7pp |
| Annual return | 11.67% | 39.09%-27.4pp | 321.24%-309.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,404 | $2,847-50.7% | $4,084-65.6% | $4,126-66.0% |
| Admin fee / account holder | $3,997 | $4,594-13.0% | $5,098-21.6% | $7,339-45.5% |