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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 | $29,313 | $172,111-83.0% | $150,298-80.5% | $137,256-78.6% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 3.78% | 69.37%-65.6pp | 62.79%-59.0pp | 220.34%-216.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,670 | $6,166-72.9% | $5,453-69.4% | $6,407-73.9% |
| Admin fee / account holder | $5,516 | $16,471-66.5% | $14,116-60.9% | $12,270-55.0% |