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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 | $73,080 | $129,737-43.7% | $119,126-38.7% | $154,746-52.8% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 9.24% | 379.08%-369.8pp | 282.11%-272.9pp | 172.34%-163.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,163 | $5,842-63.0% | $5,318-59.3% | $6,730-67.9% |
| Admin fee / account holder | $413 | $11,961-96.5% | $10,693-96.1% | $14,365-97.1% |