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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 | $108,593 | $185,883-41.6% | $170,043-36.1% | $139,466-22.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 0.49% | 60.54%-60.1pp | 53.40%-52.9pp | 373.66%-373.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,500 | $11,626+16.1% | $10,410+29.7% | $6,712+101.1% |
| Admin fee / account holder | $680 | $15,393-95.6% | $12,824-94.7% | $11,409-94.0% |