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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 | $44,697 | $115,810-61.4% | $101,271-55.9% | $158,966-71.9% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 0.24% | 56.15%-55.9pp | 46.48%-46.2pp | 302.95%-302.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,729 | $4,958-24.8% | $4,371-14.7% | $5,983-37.7% |
| Admin fee / account holder | $443 | $7,248-93.9% | $5,948-92.6% | $11,250-96.1% |