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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 | $48,569 | $177,156-72.6% | $147,027-67.0% | $154,746-68.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 6.83% | 21.94%-15.1pp | 20.23%-13.4pp | 172.34%-165.5pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,114 | $5,797-46.3% | $4,933-36.9% | $6,730-53.7% |
| Admin fee / account holder | $933 | $14,904-93.7% | $12,223-92.4% | $14,365-93.5% |