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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 | $37,344 | $107,363-65.2% | $92,909-59.8% | $152,897-75.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 5.55% | 145.63%-140.1pp | 109.44%-103.9pp | 345.43%-339.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,454 | $4,848-70.0% | $4,238-65.7% | $5,851-75.1% |
| Admin fee / account holder | $10,870 | $7,082+53.5% | $5,795+87.6% | $11,599-6.3% |