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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 | $62,077 | $201,259-69.2% | $184,200-66.3% | $145,959-57.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.30% | 28.98%-19.7pp | 28.80%-19.5pp | 561.95%-552.6pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,138 | $9,806-57.8% | $9,132-54.7% | $6,689-38.1% |
| Admin fee / account holder | $3,913 | $16,372-76.1% | $13,907-71.9% | $13,398-70.8% |