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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 | $64,790 | $175,231-63.0% | $149,696-56.7% | $139,466-53.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 10.16% | 166.77%-156.6pp | 134.46%-124.3pp | 373.66%-363.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,609 | $6,521-44.7% | $5,682-36.5% | $6,712-46.2% |
| Admin fee / account holder | $72,573 | $16,155+349.2% | $13,212+449.3% | $11,409+536.1% |