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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 | $42,059 | $115,796-63.7% | $101,264-58.5% | $158,950-73.5% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 0.59% | 56.15%-55.6pp | 46.48%-45.9pp | 302.91%-302.3pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,435 | $4,958-10.5% | $4,370+1.5% | $5,983-25.9% |
| Admin fee / account holder | $1,835 | $7,247-74.7% | $5,947-69.1% | $11,248-83.7% |