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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 | $71,103 | $159,978-55.6% | $147,041-51.6% | $145,978-51.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 6.80% | 98.36%-91.6pp | 419.21%-412.4pp | 550.52%-543.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,571 | $8,429-22.0% | $8,071-18.6% | $6,690-1.8% |
| Admin fee / account holder | $32,114 | $15,053+113.3% | $13,006+146.9% | $13,400+139.6% |