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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 | $48,084 | $70,366-31.7% | $66,674-27.9% | $138,895-65.4% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.7%-26.1pp | 79.9%-32.3pp |
| Annual return | 13.17% | 386.41%-373.2pp | 321.24%-308.1pp | 145.39%-132.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,384 | $4,374-68.4% | $4,084-66.1% | $6,396-78.4% |
| Admin fee / account holder | $9,335 | $5,262+77.4% | $5,098+83.1% | $12,562-25.7% |