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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 | $90,297 | $114,119-20.9% | $107,187-15.8% | $138,895-35.0% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.7pp | 79.9%-15.6pp |
| Annual return | 3.72% | 273.21%-269.5pp | 204.55%-200.8pp | 145.39%-141.7pp |
| Employer contribution / active EE | $472 | $4,059-88.4% | $3,782-87.5% | $4,194-88.7% |
| Participant deferral / active EE | $2,607 | $5,538-52.9% | $5,096-48.8% | $6,396-59.2% |
| Admin fee / account holder | $73,282 | $10,024+631.1% | $9,162+699.8% | $12,562+483.4% |