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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 | $47,444 | $49,897-4.9% | $80,648-41.2% | $75,177-36.9% |
| Participation rate | 54.8% | 55.3%-0.5pp | 67.0%-12.2pp | 67.2%-12.4pp |
| Annual return | 3.87% | 34.68%-30.8pp | 937.21%-933.3pp | 160.75%-156.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,684 | $2,992-43.7% | $4,443-62.1% | $4,126-59.2% |
| Admin fee / account holder | $3,882 | $3,579+8.5% | $5,382-27.9% | $5,651-31.3% |