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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 | $150,412-51.0% | $120,574-38.8% | $145,884-49.4% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 5.75% | 154.50%-148.8pp | 107.42%-101.7pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,171 | $6,175-32.5% | $4,996-16.5% | $6,690-37.7% |
| Admin fee / account holder | $7,449 | $12,224-39.1% | $9,445-21.1% | $13,392-44.4% |