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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 | $65,677 | $185,856-64.7% | $170,028-61.4% | $139,456-52.9% |
| Participation rate | 23.1% | 87.8%-64.7pp | 87.0%-63.9pp | 80.3%-57.3pp |
| Annual return | 5.16% | 60.52%-55.4pp | 53.39%-48.2pp | 373.45%-368.3pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,892 | $11,623-66.5% | $10,409-62.6% | $6,711-42.0% |
| Admin fee / account holder | $4,518 | $15,387-70.6% | $12,820-64.8% | $11,407-60.4% |