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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 | $93,751 | $154,228-39.2% | $145,433-35.5% | $137,256-31.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 4.58% | 74.59%-70.0pp | 66.58%-62.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,725 | $8,216+54.9% | $7,897+61.1% | $6,407+98.6% |
| Admin fee / account holder | $2,113 | $14,344-85.3% | $13,129-83.9% | $12,270-82.8% |