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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 | $103,818 | $172,111-39.7% | $150,298-30.9% | $137,256-24.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.03% | 69.37%-58.3pp | 62.79%-51.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,265 | $6,166+1.6% | $5,453+14.9% | $6,407-2.2% |
| Admin fee / account holder | $7,506 | $16,471-54.4% | $14,116-46.8% | $12,270-38.8% |