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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 | $31,585 | $134,817-76.6% | $123,973-74.5% | $155,188-79.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 5.32% | 515.49%-510.2pp | 388.13%-382.8pp | 148.84%-143.5pp |
| Employer contribution / active EE | $165 | $4,425-96.3% | $4,126-96.0% | $4,248-96.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $16,800 | $13,245+26.8% | $11,799+42.4% | $14,480+16.0% |