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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 | $28,694 | $157,304-81.8% | $141,197-79.7% | $152,909-81.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 10.73% | 64.34%-53.6pp | 71.41%-60.7pp | 345.46%-334.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,153 | $7,111-41.6% | $6,710-38.1% | $5,851-29.0% |
| Admin fee / account holder | $795 | $12,126-93.4% | $10,265-92.3% | $11,601-93.1% |