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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 | $77,622 | $114,119-32.0% | $107,187-27.6% | $138,895-44.1% |
| Participation rate | 23.1% | 78.1%-55.0pp | 75.0%-51.9pp | 79.9%-56.8pp |
| Annual return | 11.13% | 273.21%-262.1pp | 204.55%-193.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $420 | $4,059-89.7% | $3,782-88.9% | $4,194-90.0% |
| Participant deferral / active EE | $2,458 | $5,538-55.6% | $5,096-51.8% | $6,396-61.6% |
| Admin fee / account holder | $3,179 | $10,024-68.3% | $9,162-65.3% | $12,562-74.7% |