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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 | $63,423 | $156,398-59.4% | $147,318-56.9% | $138,895-54.3% |
| Participation rate | 26.7% | 83.8%-57.1pp | 82.1%-55.4pp | 79.9%-53.3pp |
| Annual return | 6.38% | 78.75%-72.4pp | 70.43%-64.0pp | 145.39%-139.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,628 | $8,237-68.1% | $7,906-66.8% | $6,396-58.9% |
| Admin fee / account holder | $743 | $14,976-95.0% | $13,708-94.6% | $12,562-94.1% |