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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 | $80,174 | $107,353-25.3% | $92,903-13.7% | $152,885-47.6% |
| Participation rate | 23.8% | 79.8%-56.0pp | 76.0%-52.2pp | 82.5%-58.6pp |
| Annual return | 10.62% | 145.62%-135.0pp | 109.43%-98.8pp | 345.39%-334.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,549 | $4,848-47.4% | $4,238-39.8% | $5,851-56.4% |
| Admin fee / account holder | $32,450 | $7,081+358.3% | $5,795+460.0% | $11,598+179.8% |