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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 | $76,722 | $111,878-31.4% | $93,727-18.1% | $145,897-47.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 5.74% | 204.28%-198.5pp | 133.83%-128.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,333 | $4,920+171.0% | $4,417+201.9% | $6,689+99.3% |
| Admin fee / account holder | $1,060 | $10,256-89.7% | $8,292-87.2% | $13,390-92.1% |