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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 | $129,737-67.2% | $119,126-64.3% | $154,746-72.5% |
| Participation rate | 13.6% | 78.9%-65.2pp | 75.8%-62.1pp | 80.7%-67.1pp |
| Annual return | 5.49% | 379.08%-373.6pp | 282.11%-276.6pp | 172.34%-166.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,486 | $5,842-57.4% | $5,318-53.2% | $6,730-63.1% |
| Admin fee / account holder | $2,212 | $11,961-81.5% | $10,693-79.3% | $14,365-84.6% |