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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 | $109,748 | $183,539-40.2% | $155,556-29.4% | $145,897-24.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 4.91% | 61.31%-56.4pp | 64.84%-59.9pp | 552.29%-547.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,117 | $6,467-36.3% | $5,631-26.9% | $6,689-38.5% |
| Admin fee / account holder | $981 | $19,275-94.9% | $15,885-93.8% | $13,390-92.7% |