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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 | $20,783 | $107,363-80.6% | $92,909-77.6% | $152,897-86.4% |
| Participation rate | 22.2% | 79.8%-57.6pp | 76.0%-53.8pp | 82.5%-60.2pp |
| Annual return | 10.79% | 145.63%-134.8pp | 109.44%-98.6pp | 345.43%-334.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,353 | $4,848-51.5% | $4,238-44.5% | $5,851-59.8% |
| Admin fee / account holder | $5,388 | $7,082-23.9% | $5,795-7.0% | $11,599-53.5% |