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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 | $76,486 | $125,778-39.2% | $114,563-33.2% | $154,746-50.6% |
| Participation rate | 35.7% | 75.2%-39.5pp | 72.9%-37.2pp | 80.7%-45.0pp |
| Annual return | 5.26% | 295.14%-289.9pp | 241.09%-235.8pp | 172.34%-167.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,552 | $4,445+24.9% | $4,142+34.0% | $6,730-17.5% |
| Admin fee / account holder | $6,520 | $8,190-20.4% | $7,623-14.5% | $14,365-54.6% |