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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 | $134,817-68.5% | $123,973-65.7% | $155,188-72.6% |
| Participation rate | 13.6% | 79.4%-65.8pp | 76.7%-63.0pp | 80.8%-67.2pp |
| Annual return | 5.49% | 515.49%-510.0pp | 388.13%-382.6pp | 148.84%-143.3pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,486 | $5,706-56.4% | $5,247-52.6% | $6,531-61.9% |
| Admin fee / account holder | $2,212 | $13,245-83.3% | $11,799-81.3% | $14,480-84.7% |