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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 | $68,569 | $105,200-34.8% | $159,474-57.0% | $85,847-20.1% |
| Participation rate | 60.9% | 75.8%-14.9pp | 82.8%-22.0pp | 69.3%-8.4pp |
| Annual return | 8.69% | 45.08%-36.4pp | 263.68%-255.0pp | 318.61%-309.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,769 | $5,946-53.4% | $7,353-62.3% | $3,952-29.9% |
| Admin fee / account holder | $2,167 | $6,934-68.8% | $10,802-79.9% | $6,261-65.4% |