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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 | $48,164 | $100,279-52.0% | $81,353-40.8% | $145,884-67.0% |
| Participation rate | 57.1% | 74.3%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 4.01% | 34.49%-30.5pp | 24.82%-20.8pp | 551.85%-547.8pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,018 | $4,611+73.9% | $3,885+106.4% | $6,690+19.9% |
| Admin fee / account holder | $4,207 | $8,206-48.7% | $5,766-27.0% | $13,392-68.6% |