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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 | $91,848 | $166,242-44.8% | $165,071-44.4% | $145,884-37.0% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 7.19% | 100.44%-93.3pp | 70.17%-63.0pp | 551.85%-544.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,013 | $6,964-56.7% | $6,035-50.1% | $6,690-55.0% |
| Admin fee / account holder | $59,081 | $16,658+254.7% | $12,695+365.4% | $13,392+341.2% |