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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 | $48,319 | $165,381-70.8% | $149,730-67.7% | $158,966-69.6% |
| Participation rate | 22.2% | 84.6%-62.4pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 4.89% | 348.29%-343.4pp | 276.70%-271.8pp | 302.95%-298.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,594 | $7,182-50.0% | $6,843-47.5% | $5,983-39.9% |
| Admin fee / account holder | $16,559 | $10,809+53.2% | $9,310+77.9% | $11,250+47.2% |