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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 | $66,166 | $157,276-57.9% | $141,177-53.1% | $152,885-56.7% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 11.27% | 64.33%-53.1pp | 71.40%-60.1pp | 345.39%-334.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,041 | $7,110-1.0% | $6,710+4.9% | $5,851+20.3% |
| Admin fee / account holder | $15,185 | $12,123+25.3% | $10,263+48.0% | $11,598+30.9% |