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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 | $66,027 | $201,372-67.2% | $184,260-64.2% | $145,884-54.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 0.78% | 29.04%-28.3pp | 28.84%-28.1pp | 551.85%-551.1pp |
| Employer contribution / active EE | $641 | $7,024-90.9% | $6,427-90.0% | $4,662-86.2% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,064 | $16,362-62.9% | $13,898-56.4% | $13,392-54.7% |