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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 | $86,905 | $227,633-61.8% | $189,597-54.2% | $167,553-48.1% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.4%-38.4pp | 82.1%-42.1pp |
| Annual return | 6.87% | 78.45%-71.6pp | 64.20%-57.3pp | 478.89%-472.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,535 | $7,003-63.8% | $6,174-58.9% | $6,343-60.0% |
| Admin fee / account holder | $7,740 | $11,879-34.8% | $9,807-21.1% | $12,316-37.2% |