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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 | $36,719 | $160,028-77.1% | $147,080-75.0% | $145,884-74.8% |
| Participation rate | 26.7% | 84.0%-57.4pp | 82.2%-55.5pp | 80.3%-53.6pp |
| Annual return | 5.38% | 98.60%-93.2pp | 420.17%-414.8pp | 551.85%-546.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,307 | $8,422-60.7% | $8,066-59.0% | $6,690-50.6% |
| Admin fee / account holder | $4,698 | $15,030-68.7% | $12,989-63.8% | $13,392-64.9% |