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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 | $73,004 | $160,028-54.4% | $147,080-50.4% | $145,884-50.0% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 6.81% | 98.60%-91.8pp | 420.17%-413.4pp | 551.85%-545.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,432 | $8,422-47.4% | $8,066-45.1% | $6,690-33.7% |
| Admin fee / account holder | $62,090 | $15,030+313.1% | $12,989+378.0% | $13,392+363.6% |