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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 | $28,787 | $160,028-82.0% | $147,080-80.4% | $145,884-80.3% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 5.90% | 98.60%-92.7pp | 420.17%-414.3pp | 551.85%-545.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,282 | $8,422-37.3% | $8,066-34.5% | $6,690-21.0% |
| Admin fee / account holder | $2,313 | $15,030-84.6% | $12,989-82.2% | $13,392-82.7% |