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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 | $73,767 | $150,435-51.0% | $120,580-38.8% | $145,897-49.4% |
| Participation rate | 60.0% | 78.8%-18.8pp | 72.0%-12.0pp | 80.3%-20.3pp |
| Annual return | 5.75% | 154.60%-148.9pp | 107.48%-101.7pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,171 | $6,174-32.4% | $4,995-16.5% | $6,689-37.7% |
| Admin fee / account holder | $7,449 | $12,182-38.9% | $9,418-20.9% | $13,390-44.4% |