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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 | $47,275 | $48,011-1.5% | $63,803-25.9% | $82,637-42.8% |
| Participation rate | 54.8% | 66.6%-11.7pp | 72.7%-17.9pp | 68.1%-13.2pp |
| Annual return | 8.88% | 19.84%-11.0pp | 543.72%-534.8pp | 53.51%-44.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,699 | $2,846-5.2% | $3,843-29.8% | $4,126-34.6% |
| Admin fee / account holder | $14,614 | $3,873+277.3% | $5,196+181.2% | $7,339+99.1% |