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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 | $48,418 | $102,638-52.8% | $81,982-40.9% | $158,982-69.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 3.84% | 61.05%-57.2pp | 41.31%-37.5pp | 302.99%-299.1pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,781 | $4,649+24.3% | $3,722+55.3% | $5,983-3.4% |
| Admin fee / account holder | $10,232 | $8,237+24.2% | $5,665+80.6% | $11,252-9.1% |