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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 | $118,580 | $90,614+30.9% | $76,089+55.8% | $145,877-18.7% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 0.32% | 623.80%-623.5pp | 360.94%-360.6pp | 551.28%-551.0pp |
| Employer contribution / active EE | $436 | $3,324-86.9% | $2,690-83.8% | $4,663-90.6% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,259-100.0% | $6,691-100.0% |
| Admin fee / account holder | $754 | $8,376-91.0% | $6,418-88.3% | $13,402-94.4% |