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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 | $78,334 | $95,406-17.9% | $185,849-57.9% | $85,847-8.8% |
| Participation rate | 16.7% | 68.8%-52.1pp | 81.7%-65.0pp | 69.3%-52.7pp |
| Annual return | 6.78% | 23.59%-16.8pp | 122.10%-115.3pp | 318.61%-311.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,067 | $3,424-68.8% | $5,569-80.8% | $3,952-73.0% |
| Admin fee / account holder | $8,124 | $7,214+12.6% | $16,244-50.0% | $6,261+29.8% |