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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 | $46,363 | $61,125-24.2% | $94,057-50.7% | $87,485-47.0% |
| Participation rate | 51.6% | 64.1%-12.5pp | 73.3%-21.7pp | 68.9%-17.3pp |
| Annual return | 11.69% | 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 | $6,371 | $3,260+95.4% | $4,709+35.3% | $4,274+49.1% |
| Admin fee / account holder | $7,347 | $5,629+30.5% | $7,244+1.4% | $7,775-5.5% |