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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 | $63,563 | $185,905-65.8% | $170,057-62.6% | $139,487-54.4% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 8.30% | 60.56%-52.3pp | 53.42%-45.1pp | 373.84%-365.5pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,549 | $11,627-60.9% | $10,411-56.3% | $6,713-32.2% |
| Admin fee / account holder | $455 | $15,397-97.0% | $12,826-96.5% | $11,407-96.0% |