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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 | $94,315 | $105,145-10.3% | $94,664-0.4% | $139,466-32.4% |
| Participation rate | 39.1% | 82.4%-43.2pp | 80.8%-41.7pp | 80.3%-41.2pp |
| Annual return | 10.26% | 38.09%-27.8pp | 156.84%-146.6pp | 373.66%-363.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,738 | $7,599-37.6% | $7,417-36.1% | $6,712-29.4% |
| Admin fee / account holder | $2,706 | $8,972-69.8% | $7,222-62.5% | $11,409-76.3% |