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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 | $77,998 | $160,070-51.3% | $147,117-47.0% | $145,897-46.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.61% | 98.69%-89.1pp | 420.54%-410.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,492 | $8,419+60.2% | $8,065+67.3% | $6,689+101.7% |
| Admin fee / account holder | $1,652 | $15,035-89.0% | $12,993-87.3% | $13,390-87.7% |