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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 | $70,468 | $183,539-61.6% | $155,556-54.7% | $145,897-51.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 5.31% | 61.31%-56.0pp | 64.84%-59.5pp | 552.29%-547.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,351 | $6,467-48.2% | $5,631-40.5% | $6,689-49.9% |
| Admin fee / account holder | $545 | $19,275-97.2% | $15,885-96.6% | $13,390-95.9% |