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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 | $32,760 | $165,351-80.2% | $149,710-78.1% | $158,931-79.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 6.80% | 348.19%-341.4pp | 276.63%-269.8pp | 302.86%-296.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,387 | $7,181+16.8% | $6,842+22.6% | $5,982+40.2% |
| Admin fee / account holder | $8,603 | $10,807-20.4% | $9,309-7.6% | $11,247-23.5% |