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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 | $48,816 | $102,595-52.4% | $94,057-48.1% | $154,746-68.5% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | 10.05% | 583.42%-573.4pp | 480.62%-470.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,514 | $5,118-70.4% | $4,709-67.9% | $6,730-77.5% |
| Admin fee / account holder | $2,789 | $7,736-64.0% | $7,244-61.5% | $14,365-80.6% |