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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 | $111,141 | $181,062-38.6% | $158,223-29.8% | $155,188-28.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 7.27% | 57.39%-50.1pp | 52.09%-44.8pp | 148.84%-141.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,513 | $6,134-59.0% | $5,467-54.0% | $6,531-61.5% |
| Admin fee / account holder | $62,294 | $18,825+230.9% | $16,047+288.2% | $14,480+330.2% |