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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 | $92,908 | $165,381-43.8% | $149,730-38.0% | $158,966-41.6% |
| Participation rate | 43.5% | 84.6%-41.1pp | 82.5%-39.0pp | 82.0%-38.5pp |
| Annual return | 7.96% | 348.29%-340.3pp | 276.70%-268.7pp | 302.95%-295.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,514 | $7,182-51.1% | $6,843-48.6% | $5,983-41.3% |
| Admin fee / account holder | $2,844 | $10,809-73.7% | $9,310-69.5% | $11,250-74.7% |