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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 | $77,665 | $105,856-26.6% | $90,161-13.9% | $147,586-47.4% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 9.23% | 37.63%-28.4pp | 34.89%-25.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,222 | $5,733+8.5% | $5,287+17.7% | $5,439+14.4% |
| Admin fee / account holder | $6,366 | $8,046-20.9% | $5,943+7.1% | $10,886-41.5% |