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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 | $47,350 | $176,786-73.2% | $146,643-67.7% | $167,536-71.7% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 8.07% | 24.04%-16.0pp | 22.75%-14.7pp | 478.82%-470.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,406 | $6,440-47.1% | $5,506-38.1% | $6,342-46.3% |
| Admin fee / account holder | $1,432 | $13,262-89.2% | $10,280-86.1% | $12,315-88.4% |