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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 | $66,967 | $198,457-66.3% | $170,435-60.7% | $147,586-54.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 7.58% | 257.30%-249.7pp | 205.94%-198.4pp | 578.59%-571.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,742 | $5,629+108.6% | $4,939+137.7% | $5,439+115.9% |
| Admin fee / account holder | $1,976 | $16,852-88.3% | $13,881-85.8% | $10,886-81.9% |