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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 | $67,062 | $135,956-50.7% | $123,894-45.9% | $273,972-75.5% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 3.65% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,707 | $6,343-10.0% | $5,984-4.6% | $5,287+7.9% |
| Admin fee / account holder | $1,754 | $9,817-82.1% | $8,357-79.0% | $10,133-82.7% |