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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 | $61,931 | $174,379-64.5% | $152,093-59.3% | $138,895-55.4% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 9.51% | 74.86%-65.3pp | 66.36%-56.8pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,670 | $6,159-56.6% | $5,451-51.0% | $6,396-58.3% |
| Admin fee / account holder | $1,090 | $16,880-93.5% | $14,497-92.5% | $12,562-91.3% |