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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 | $27,437 | $183,592-85.1% | $155,574-82.4% | $145,877-81.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 5.50% | 61.37%-55.9pp | 64.87%-59.4pp | 551.28%-545.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,706 | $6,466+19.2% | $5,629+36.9% | $6,691+15.2% |
| Admin fee / account holder | $23,137 | $19,316+19.8% | $15,914+45.4% | $13,402+72.6% |