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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 | $74,597 | $107,363-30.5% | $92,909-19.7% | $152,897-51.2% |
| Participation rate | 47.6% | 79.8%-32.2pp | 76.0%-28.4pp | 82.5%-34.8pp |
| Annual return | 2.11% | 145.63%-143.5pp | 109.44%-107.3pp | 345.43%-343.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,621 | $4,848-45.9% | $4,238-38.1% | $5,851-55.2% |
| Admin fee / account holder | $837 | $7,082-88.2% | $5,795-85.6% | $11,599-92.8% |