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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 | $41,162 | $282,059-85.4% | $213,469-80.7% | $154,746-73.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 77.1%-10.5pp | 80.7%-14.0pp |
| Annual return | 7.46% | 20.90%-13.4pp | 20.58%-13.1pp | 172.34%-164.9pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,057 | $8,186-62.7% | $6,841-55.3% | $6,730-54.6% |
| Admin fee / account holder | $8,623 | $37,435-77.0% | $27,141-68.2% | $14,365-40.0% |