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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 | $74,219 | $115,810-35.9% | $101,271-26.7% | $158,966-53.3% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 6.79% | 56.15%-49.4pp | 46.48%-39.7pp | 302.95%-296.2pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,568 | $4,958-48.2% | $4,371-41.2% | $5,983-57.1% |
| Admin fee / account holder | $3,407 | $7,248-53.0% | $5,948-42.7% | $11,250-69.7% |