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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 | $65,797 | $58,275+12.9% | $81,844-19.6% | $80,935-18.7% |
| Participation rate | 26.9% | 63.5%-36.5pp | 72.4%-45.5pp | 67.7%-40.7pp |
| Annual return | 8.40% | 41.82%-33.4pp | 778.87%-770.5pp | 35.66%-27.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,694 | $3,285-18.0% | $4,323-37.7% | $4,299-37.3% |
| Admin fee / account holder | $3,315 | $4,749-30.2% | $7,355-54.9% | $6,924-52.1% |