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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 | $128,645 | $134,817-4.6% | $123,973+3.8% | $155,188-17.1% |
| Participation rate | 46.7% | 79.4%-32.7pp | 76.7%-30.0pp | 80.8%-34.1pp |
| Annual return | 1.15% | 515.49%-514.3pp | 388.13%-387.0pp | 148.84%-147.7pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,285 | $5,706-60.0% | $5,247-56.4% | $6,531-65.0% |
| Admin fee / account holder | $14,050 | $13,245+6.1% | $11,799+19.1% | $14,480-3.0% |