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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 | $66,042 | $159,934-58.7% | $147,005-55.1% | $145,959-54.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.70% | 98.24%-91.5pp | 418.76%-412.1pp | 561.95%-555.3pp |
| Employer contribution / active EE | $868 | $5,287-83.6% | $4,934-82.4% | $4,661-81.4% |
| Participant deferral / active EE | $5,004 | $8,427-40.6% | $8,070-38.0% | $6,689-25.2% |
| Admin fee / account holder | $32,792 | $15,053+117.8% | $13,006+152.1% | $13,398+144.8% |