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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 | $60,056 | $107,944-44.4% | $91,994-34.7% | $152,885-60.7% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 13.35% | 89.26%-75.9pp | 69.03%-55.7pp | 345.39%-332.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,279 | $6,365-64.2% | $5,923-61.5% | $5,851-61.0% |
| Admin fee / account holder | $5,133 | $10,521-51.2% | $7,743-33.7% | $11,598-55.7% |