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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 | $42,513 | $111,535-61.9% | $105,223-59.6% | $137,256-69.0% |
| Participation rate | 13.6% | 78.1%-64.5pp | 75.0%-61.4pp | 80.0%-66.3pp |
| Annual return | 5.49% | 237.85%-232.4pp | 180.65%-175.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,486 | $5,500-54.8% | $5,072-51.0% | $6,407-61.2% |
| Admin fee / account holder | $2,212 | $9,721-77.2% | $8,859-75.0% | $12,270-82.0% |