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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 | $81,149 | $150,435-46.1% | $120,580-32.7% | $145,897-44.4% |
| Participation rate | 19.0% | 78.8%-59.8pp | 72.0%-52.9pp | 80.3%-61.3pp |
| Annual return | 6.72% | 154.60%-147.9pp | 107.48%-100.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,253 | $6,174-63.5% | $4,995-54.9% | $6,689-66.3% |
| Admin fee / account holder | $884 | $12,182-92.7% | $9,418-90.6% | $13,390-93.4% |