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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 | $73,762 | $160,070-53.9% | $147,117-49.9% | $145,897-49.4% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 5.24% | 98.69%-93.4pp | 420.54%-415.3pp | 552.29%-547.1pp |
| Employer contribution / active EE | $579 | $5,285-89.0% | $4,932-88.3% | $4,663-87.6% |
| Participant deferral / active EE | $4,126 | $8,419-51.0% | $8,065-48.8% | $6,689-38.3% |
| Admin fee / account holder | $6,070 | $15,035-59.6% | $12,993-53.3% | $13,390-54.7% |