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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 | $29,435 | $176,105-83.3% | $159,474-81.5% | $167,536-82.4% |
| Participation rate | 53.8% | 85.0%-31.1pp | 82.8%-29.0pp | 82.1%-28.3pp |
| Annual return | 4.45% | 331.91%-327.5pp | 263.68%-259.2pp | 478.82%-474.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,200 | $7,751-20.0% | $7,353-15.7% | $6,342-2.2% |
| Admin fee / account holder | $11,016 | $12,559-12.3% | $10,802+2.0% | $12,315-10.5% |