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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 | $62,446 | $134,817-53.7% | $123,973-49.6% | $155,188-59.8% |
| Participation rate | 22.2% | 79.4%-57.2pp | 76.7%-54.4pp | 80.8%-58.6pp |
| Annual return | 5.86% | 515.49%-509.6pp | 388.13%-382.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,709 | $5,706-52.5% | $5,247-48.4% | $6,531-58.5% |
| Admin fee / account holder | $2,176 | $13,245-83.6% | $11,799-81.6% | $14,480-85.0% |