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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 | $81,454 | $129,737-37.2% | $119,126-31.6% | $154,746-47.4% |
| Participation rate | 23.5% | 78.9%-55.3pp | 75.8%-52.2pp | 80.7%-57.2pp |
| Annual return | 9.36% | 379.08%-369.7pp | 282.11%-272.8pp | 172.34%-163.0pp |
| Employer contribution / active EE | $378 | $4,375-91.4% | $4,034-90.6% | $4,379-91.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,505 | $11,961-45.6% | $10,693-39.2% | $14,365-54.7% |