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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 | $39,927 | $175,231-77.2% | $149,696-73.3% | $139,466-71.4% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 5.51% | 166.77%-161.3pp | 134.46%-128.9pp | 373.66%-368.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,367 | $6,521-33.0% | $5,682-23.1% | $6,712-34.9% |
| Admin fee / account holder | $2,752 | $16,155-83.0% | $13,212-79.2% | $11,409-75.9% |