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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 | $64,092 | $110,212-41.8% | $96,534-33.6% | $139,466-54.0% |
| Participation rate | 36.8% | 78.1%-41.3pp | 76.0%-39.1pp | 80.3%-43.5pp |
| Annual return | 8.99% | 26.42%-17.4pp | 25.88%-16.9pp | 373.66%-364.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,218 | $5,547-42.0% | $4,851-33.7% | $6,712-52.1% |
| Admin fee / account holder | $5,133 | $11,599-55.7% | $8,253-37.8% | $11,409-55.0% |