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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 | $60,420 | $176,077-65.7% | $159,455-62.1% | $167,518-63.9% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 9.56% | 331.83%-322.3pp | 263.63%-254.1pp | 478.71%-469.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,727 | $7,751-51.9% | $7,353-49.3% | $6,342-41.2% |
| Admin fee / account holder | $4,605 | $12,556-63.3% | $10,800-57.4% | $12,312-62.6% |