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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 | $65,630 | $70,366-6.7% | $66,674-1.6% | $138,895-52.7% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 5.26% | 386.41%-381.1pp | 321.24%-316.0pp | 145.39%-140.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,319 | $4,374-24.1% | $4,084-18.7% | $6,396-48.1% |
| Admin fee / account holder | $383 | $5,262-92.7% | $5,098-92.5% | $12,562-97.0% |