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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 | $64,316 | $160,040-59.8% | $147,096-56.3% | $145,877-55.9% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 9.03% | 98.49%-89.5pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,886 | $8,429-30.2% | $8,071-27.1% | $6,691-12.0% |
| Admin fee / account holder | $20,635 | $15,050+37.1% | $13,005+58.7% | $13,402+54.0% |