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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 | $77,720 | $174,379-55.4% | $152,093-48.9% | $138,895-44.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 9.30% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.1pp |
| Employer contribution / active EE | $33 | $4,652-99.3% | $4,175-99.2% | $4,194-99.2% |
| Participant deferral / active EE | $12,333 | $6,159+100.2% | $5,451+126.2% | $6,396+92.8% |
| Admin fee / account holder | $20,840 | $16,880+23.5% | $14,497+43.8% | $12,562+65.9% |