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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 | $67,349 | $100,203-32.8% | $85,240-21.0% | $145,897-53.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 5.73% | 84.28%-78.5pp | 66.75%-61.0pp | 552.29%-546.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,432 | $5,299-35.2% | $4,527-24.2% | $6,689-48.7% |
| Admin fee / account holder | $8,545 | $7,265+17.6% | $6,165+38.6% | $13,390-36.2% |