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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 | $49,616 | $111,535-55.5% | $105,223-52.8% | $137,256-63.9% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 80.0%-27.0pp |
| Annual return | 6.54% | 237.85%-231.3pp | 180.65%-174.1pp | 220.34%-213.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,410 | $5,500-19.8% | $5,072-13.0% | $6,407-31.2% |
| Admin fee / account holder | $9,520 | $9,721-2.1% | $8,859+7.5% | $12,270-22.4% |