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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 | $83,617 | $183,627-54.5% | $155,602-46.3% | $145,978-42.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 5.86% | 61.32%-55.5pp | 64.81%-59.0pp | 550.52%-544.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,136 | $6,466-5.1% | $5,629+9.0% | $6,690-8.3% |
| Admin fee / account holder | $8,481 | $19,327-56.1% | $15,923-46.7% | $13,400-36.7% |