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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 | $89,227 | $175,257-49.1% | $149,717-40.4% | $139,456-36.0% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 7.78% | 166.70%-158.9pp | 134.41%-126.6pp | 373.45%-365.7pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,339 | $6,521-64.1% | $5,682-58.8% | $6,711-65.2% |
| Admin fee / account holder | $3,279 | $16,156-79.7% | $13,213-75.2% | $11,407-71.3% |