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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 | $25,404 | $148,623-82.9% | $135,974-81.3% | $139,466-81.8% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 6.37% | 79.30%-72.9pp | 68.30%-61.9pp | 373.66%-367.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,105 | $8,103-24.7% | $7,760-21.3% | $6,712-9.0% |
| Admin fee / account holder | $2,488 | $12,406-79.9% | $10,767-76.9% | $11,409-78.2% |