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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 | $67,632 | $157,304-57.0% | $141,197-52.1% | $152,909-55.8% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 6.59% | 64.34%-57.8pp | 71.41%-64.8pp | 345.46%-338.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,093 | $7,111-56.5% | $6,710-53.9% | $5,851-47.1% |
| Admin fee / account holder | $12,517 | $12,126+3.2% | $10,265+21.9% | $11,601+7.9% |