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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 | $56,942 | $135,956-58.1% | $123,894-54.0% | $273,972-79.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 3.14% | 56.63%-53.5pp | 47.52%-44.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $12,255 | $6,343+93.2% | $5,984+104.8% | $5,287+131.8% |
| Admin fee / account holder | $17,917 | $9,817+82.5% | $8,357+114.4% | $10,133+76.8% |