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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 | $68,193 | $129,737-47.4% | $119,126-42.8% | $154,746-55.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 6.92% | 379.08%-372.2pp | 282.11%-275.2pp | 172.34%-165.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,020 | $5,842+20.2% | $5,318+32.0% | $6,730+4.3% |
| Admin fee / account holder | $1,858 | $11,961-84.5% | $10,693-82.6% | $14,365-87.1% |