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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 | $183,592-58.0% | $155,567-50.4% | $145,959-47.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 1.01% | 61.24%-60.2pp | 64.74%-63.7pp | 561.95%-560.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,954 | $6,464-7.9% | $5,628+5.8% | $6,689-11.0% |
| Admin fee / account holder | $786 | $19,318-95.9% | $15,916-95.1% | $13,398-94.1% |