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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 | $97,364 | $125,193-22.2% | $105,591-7.8% | $145,978-33.3% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 3.56% | 225.53%-222.0pp | 116.43%-112.9pp | 550.52%-547.0pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,047 | $5,708-29.1% | $5,008-19.2% | $6,690-39.5% |
| Admin fee / account holder | $96,423 | $17,277+458.1% | $11,024+774.7% | $13,400+619.6% |