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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 | $67,157 | $217,432-69.1% | $185,849-63.9% | $167,536-59.9% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 7.38% | 148.42%-141.0pp | 122.10%-114.7pp | 478.82%-471.4pp |
| Employer contribution / active EE | $916 | $5,875-84.4% | $5,169-82.3% | $4,839-81.1% |
| Participant deferral / active EE | $5,190 | $6,357-18.4% | $5,569-6.8% | $6,342-18.2% |
| Admin fee / account holder | $5,673 | $19,818-71.4% | $16,244-65.1% | $12,315-53.9% |