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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 | $90,840 | $160,070-43.2% | $147,117-38.3% | $145,897-37.7% |
| Participation rate | 21.7% | 84.0%-62.3pp | 82.2%-60.4pp | 80.3%-58.6pp |
| Annual return | 9.31% | 98.69%-89.4pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,286 | $8,419-61.0% | $8,065-59.2% | $6,689-50.9% |
| Admin fee / account holder | $43,844 | $15,035+191.6% | $12,993+237.4% | $13,390+227.4% |