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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 | $111,061 | $182,442-39.1% | $163,379-32.0% | $138,895-20.0% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.8%-51.8pp | 79.9%-54.9pp |
| Annual return | 9.52% | 72.74%-63.2pp | 63.41%-53.9pp | 145.39%-135.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,207 | $6,817-53.0% | $6,282-49.0% | $6,396-49.9% |
| Admin fee / account holder | $3,550 | $10,396-65.9% | $9,818-63.8% | $12,562-71.7% |