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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 | $47,706 | $153,311-68.9% | $109,313-56.4% | $273,972-82.6% |
| Participation rate | 55.0% | 80.1%-25.1pp | 71.3%-16.3pp | 83.0%-28.0pp |
| Annual return | -1.84% | 29.86%-31.7pp | 22.07%-23.9pp | 41.46%-43.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,645 | $3,932+18.1% | $3,166+46.7% | $5,287-12.2% |
| Admin fee / account holder | $3,133 | $8,076-61.2% | $5,666-44.7% | $10,133-69.1% |