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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 | $67,186 | $165,399-59.4% | $149,745-55.1% | $158,982-57.7% |
| Participation rate | 30.4% | 84.6%-54.1pp | 82.5%-52.0pp | 82.0%-51.5pp |
| Annual return | 6.31% | 348.34%-342.0pp | 276.72%-270.4pp | 302.99%-296.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,107 | $7,183-56.7% | $6,843-54.6% | $5,983-48.1% |
| Admin fee / account holder | $46,463 | $10,811+329.8% | $9,312+399.0% | $11,252+312.9% |