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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 | $110,722 | $165,381-33.1% | $149,730-26.1% | $158,966-30.3% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 7.57% | 348.29%-340.7pp | 276.70%-269.1pp | 302.95%-295.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,427 | $7,182-66.2% | $6,843-64.5% | $5,983-59.4% |
| Admin fee / account holder | $15,908 | $10,809+47.2% | $9,310+70.9% | $11,250+41.4% |