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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 | $44,556 | $198,457-77.5% | $170,435-73.9% | $147,586-69.8% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | -0.33% | 257.30%-257.6pp | 205.94%-206.3pp | 578.59%-578.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,601 | $5,629-18.3% | $4,939-6.8% | $5,439-15.4% |
| Admin fee / account holder | $4,060 | $16,852-75.9% | $13,881-70.7% | $10,886-62.7% |