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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 | $68,265 | $144,130-52.6% | $117,861-42.1% | $147,586-53.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 3.91% | 531.20%-527.3pp | 335.11%-331.2pp | 578.59%-574.7pp |
| Employer contribution / active EE | $761 | $4,897-84.5% | $3,786-79.9% | $4,876-84.4% |
| Participant deferral / active EE | $4,247 | $5,316-20.1% | $4,482-5.2% | $5,439-21.9% |
| Admin fee / account holder | $3,000 | $10,887-72.4% | $8,021-62.6% | $10,886-72.4% |