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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 | $46,261 | $52,279-11.5% | $89,414-48.3% | $79,852-42.1% |
| Participation rate | 44.8% | 57.5%-12.7pp | 68.0%-23.2pp | 69.6%-24.8pp |
| Annual return | 10.83% | 22.16%-11.3pp | 245.50%-234.7pp | 31.72%-20.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $973 | $2,740-64.5% | $3,890-75.0% | $3,740-74.0% |
| Admin fee / account holder | $1,987 | $3,356-40.8% | $4,883-59.3% | $5,306-62.6% |