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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 | $47,656 | $111,814-57.4% | $103,378-53.9% | $145,978-67.4% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 4.72% | 24.80%-20.1pp | 24.91%-20.2pp | 550.52%-545.8pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,910 | $5,618-12.6% | $5,058-2.9% | $6,690-26.6% |
| Admin fee / account holder | $4,041 | $9,764-58.6% | $8,401-51.9% | $13,400-69.8% |