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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 | $62,292 | $97,078-35.8% | $103,065-39.6% | $145,897-57.3% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.6%-30.6pp | 80.3%-30.3pp |
| Annual return | 8.31% | 25.49%-17.2pp | 23.95%-15.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,063 | $6,601-68.8% | $6,625-68.9% | $6,689-69.2% |
| Admin fee / account holder | $15,854 | $12,505+26.8% | $9,349+69.6% | $13,390+18.4% |