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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 | $114,119-56.5% | $107,187-53.7% | $138,895-64.3% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 79.9%-27.0pp |
| Annual return | 6.54% | 273.21%-266.7pp | 204.55%-198.0pp | 145.39%-138.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,410 | $5,538-20.4% | $5,096-13.5% | $6,396-31.1% |
| Admin fee / account holder | $9,520 | $10,024-5.0% | $9,162+3.9% | $12,562-24.2% |