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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 | $159,978-43.2% | $147,041-38.2% | $145,978-37.8% |
| Participation rate | 21.7% | 84.0%-62.3pp | 82.2%-60.4pp | 80.3%-58.6pp |
| Annual return | 9.31% | 98.36%-89.1pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,286 | $8,429-61.0% | $8,071-59.3% | $6,690-50.9% |
| Admin fee / account holder | $43,844 | $15,053+191.3% | $13,006+237.1% | $13,400+227.2% |