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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 | $77,114 | $183,516-58.0% | $155,534-50.4% | $145,884-47.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 1.01% | 61.43%-60.4pp | 64.92%-63.9pp | 551.85%-550.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,954 | $6,467-7.9% | $5,630+5.8% | $6,690-11.0% |
| Admin fee / account holder | $786 | $19,293-95.9% | $15,900-95.1% | $13,392-94.1% |