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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 | $100,479 | $114,119-12.0% | $107,187-6.3% | $138,895-27.7% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 79.9%-27.0pp |
| Annual return | 8.26% | 273.21%-264.9pp | 204.55%-196.3pp | 145.39%-137.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,212 | $5,538-42.0% | $5,096-37.0% | $6,396-49.8% |
| Admin fee / account holder | $383 | $10,024-96.2% | $9,162-95.8% | $12,562-97.0% |